Reminder – Action Required – MS O365 Platform Administration – Advisor Survey

As a follow-up to our recent communication regarding the transition of our MS O365 platform administration to Solulan, this is a friendly reminder to complete the advisor survey before July 11, 2025.  If you have already completed it, thank you! No further action is required at this time.

Several of you have reached out and asked if the transition to using an @iaInvestia.ca email address is mandatory. Please remember that it is not mandatory; however, to comply with CIRO’s obligations, your email domain must be hosted by us at a minimum. For further clarification, please refer to question #4 and the email scenarios outlined in the FAQ below.

Your response is essential, as it will help us understand your business needs and plan your migration to the new platform effectively. If you have not completed it yet, please do so by using the link below:

A few quick reminders

1. The survey should be completed once per advisor, on behalf of your assistants and administrative team.
   
   
2. All advisors, regardless of whether you currently have an @iaInvestia.ca email, are required to complete this survey.
   
   
3. Once submitted, no further action will be required until Solulan reaches out to you directly to coordinate your migration.
   
   

Thank you for your attention to this important step and for your continued partnership!