THE 360 NEWSLETTER
Read document here.
Also in this issue
- Coming Soon – Automated KYC Tool
- Reminder – Client Fee Dashboard – June 30 Deadline
- Online Group Trainings During the Summer Season
- Summer Client Services Business Hours
- Non-Functional Quarterly Statement Links in Univeris
- Changes to Approval of Limited Authorization Form
- Usage of PPI Bank Card No Longer Permissible
- Statutory Holiday on Monday, June 24 – Saint-Jean-Baptiste Day
- Launch of Three Funds and Name Change to Existing Mandate (iA Clarington)