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eBulletin: March 21, 2019
Submitted by Krishan on April 2, 2019 - 9:49am
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Have you considered transition to eStorage? Attached is a guideline to help you get started
  • Transitioning to electronic files can save you time, paper and physical space in your office
  • There are a few risks associated with electronic documents and eStorage
  • Learn what the risks are and how to mitigate them
New portfolio recommendation tool
  • Recently, CLAAS was decommissioned as it contained outdated fund information and was unable to be updated. we've created a replacement tool to help support client conversations and recommendations for segregated funds
Insurance Operations Update – March
  • Written Explanations
  • Term Internal replacement process
GLC Monthly Market Matters investment commentary
  • Insights into current events that move the markets
  • Share GLC's current market insights, news and commentaries on LinkedIn, Twitter, or email

 

 
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