We would like to remind you that there is an automated process in Univeris which ensures that holding, plan and client statuses are changed automatically. The closing of holdings is based on month-end fund company files. The syncing of statuses will reduce the rejection of trades and duplication of holdings. 

We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section: 

Good news! Effective immediately, clients can now click on linked accounts from their mobile app and view detailed information of these accounts as well. 

5 Email Best Practices
Each week, we will be providing you with a friendly reminder of email best practices.

#3 – NEVER open unexpected attachments

As you may already know, clients may request to have their 10% free and mature units automatically switched into 0% front-end load funds at the end of the year. Below is a reminder of the procedure to request this for your client based on the type of account:

We are pleased to invite you to our next Water Cooler session, which will be held on Thursday, February 15, 2024.

5 Email Best Practices
Each week, we will be providing you with a friendly reminder of email best practices.

#2 – ALWAYS move your mouse over URL links without clicking