Please be advised of the following update to the “Unsuitable” tile in the Advisor Dashboard regarding currency conversion.
Going forward, USD funds will be converted to CAD currency within this section, which means suitability will be determined in terms of risk and objective in CAD. This update ensures that our logic is consistent with that of Univeris, promoting uniformity across our platforms.
Should you have any questions or require additional information, please do not hesitate to contact your Compliance Officer.