THE 360 NEWSLETTER
As previously communicated, since March 2023, quarterly statements have been centralized in the Client Portal (available for consultation via the mirror access on the Advisor Centre) and are no longer archived in Univeris. Statements prior to this date are also available on the Client Portal.
In our continued effort to standardize our client documents, please be advised that all statement links still visible but non-functional in the client’s “Documents” tab of Univeris will be removed next week to simplify and improve consultation of client documents.
Should you have any questions or require additional information, please do not hesitate to contact our Client Service Department, by email at investia@investia.ca, by phone at 1 888 684-5548 or via the chatbot feature on the Advisor Centre.
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
- 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)
- Monthly Market Snapshot – June 2024