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Advisor Guidelines
Policies, procedures, and support.
Branding
- Articles coming soon
Communication
New Advisor Onboarding
Get started guide for new advisors.
Client/Advisor Communication Protocol
Fund Company Communication to Clients
Investor Profile Review, IPQ & MIAA
Client Account Opening
Cash and Security Movement Requests
- Depositing Funds into a Client Account
- Non-Registered Withdrawals
- Systematic Recurring Deposits
- Increasing or Decreasing RIF/LIF Withdrawal Payments
- Withdrawal from Registered Accounts
- Withdrawals from RESP/RDSP Accounts
- Withdrawals from ITF Accounts
- Updating Client Bank Account Information
- CFG Pool Valuation Dates
Client Information Updates
Financial Planning and Tax Filing
CFG and NBIN Systems
Cyber Security
Secure Document Handling
- Articles coming soon
Password Management
- Articles coming soon
Advisor Device and Network Security
- Articles coming soon
Phishing and Email Threats
- Articles coming soon
System Access and Permissions
- Articles coming soon
Incident Reporting
- Articles coming soon
Featured Articles
Popular Articles
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