Thank you to those who attended yesterday’s Tips and Tools: Operations Edition session.

For anyone who was unable to join, the recording is available here: Tips and Tools: Operations Edition – Session Recording

Below are the resources referenced during the call:

• Quadrus Content Site
• KYC Status Report
• Banking Stored on Investment Centre Report
• AWD Payments by Cheque Report
• Quadrus Feedback Form: Your Voice Matters
• Operations Sign-Up for the Quadrus Monthly Newsletter
  (If you are an advisor not currently receiving the newsletter, please reply to this email and let me know.)
• Townhall Hub (Registration for upcoming Townhalls, future dates, and past recordings)

Reminder to register for this Thursday’s Townhall: Quadrus Advisor Town Hall

If you have any questions, please don’t hesitate to reach out.

Thank you,

Susan MacLean

Operations Experience Consultant |  Wealth Platform Team

Quadrus Investment Services Ltd.

https://www.quadrusinvestmentservices.com

Susan.MacLean@canadalife.com  |  902-402-1522