We would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, September 12. For those of you who missed it, you can watch the presentation by clicking on the following recording link: Virtual Water Cooler Chat – September 12, 2024
Below is a summary of key topics which were covered:
Investia update
- Welcome all new advisors
- Reminder – National Business Conference
Sales & development update
- Voluntary Transfer Program (“VTP”)
- Learning
- Business continuity website
- Upcoming events
Operations update
- Automatic withdrawal deposits (“AWD”)
- Estates
- Year-end processing
Compliance update
- Update on new features (automated KYC update, global management)
- CIRO audit (impact of forms and disclaimers)
- MFDA to CIRO identification
- CIRO and IFIC National Conference participation
Automatic withdrawal deposits (“AWD”) follow-up
During the Water Cooler Chat, we received several questions regarding automatic withdrawal deposits (“AWD”). To address these questions and provide additional information, we will be hosting a series of regional live webinars dedicated to this topic. Keep an eye on your inbox for an invitation coming soon!
Next Water Cooler
Our next Water Cooler Chat will be held on Thursday, November 14, 2024, at 2:30 p.m. (ET). Stay tuned for details in upcoming communications.
Should you have any questions or require information about our events, please send an email to events@investia.ca.
