THE 360 NEWSLETTER
We would like to inform you that as of Monday, June 24, 2024, operating hours for our Client Services for the summer period will be from 8 a.m. to 5 p.m. ET, Monday to Friday.
During the summer months, our volume of calls decreases and most of our calls are received during this timeframe. Our summer hours will allow us to provide shorter and more consistent call wait times for you.
As a reminder, our chatbot feature is available at any time, however the live agent option will only be available during operating hours.
We will return to our regular business hours on September 3, 2024.
Should you have any questions, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available 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
- 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)
- Monthly Market Snapshot – June 2024