Final Reminder – Deadline to Complete MS O365 Platform Administration Advisor Survey

This is your final reminder to complete the MS O365 advisor survey by end of day on Friday, July 11, 2025. If you have already completed it—thank you! No further action is required. If not, please do so today or tomorrow to ensure we can plan your migration to the new MS O365 platform according to your needs.

Quick recap – what you need to know:

• Who should complete the survey? All advisors – one response per advisor, covering assistants and administrative staff.
  
  
• Do I have to use an @iaInvestia.ca email? No, but your email domain must be hosted by Investia to comply with CIRO requirements. For details, please refer to question #4 and email scenarios outlined in the FAQ below.
  
  
• What happens after I submit? Solulan will contact you to coordinate your migration. No additional action is required until then. Please note that the migration project will take place over the next 12 months with a target completion date of June 30, 2026.

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