The 360

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

#4 – Analyze the context of emails

We have been advised that 3 major email providers, i.e., Google, Yahoo and Apple, will imminently be implementing new email authentication requirements for all email senders. These new requirements will provide their users with a spam-free inbox significantly reducing the risks of direct domain spoofing and email phishing attacks. 

We are happy to share that in 2024, we are implementing a harmonized fee structure across all client account types.

We would like to inform you that the “Annual Review of Professional Activities” (“ARPA”) questionnaire will be available on Thursday, February 8, 2024 on the Investia Advisor Centre for online completion. 

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