by agoraweb | Mar 31, 2024 | Know Your Product, Performance
Know Your Product March 31, 2024 Update Performance Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. This is...
by agoraweb | Mar 31, 2024 | Know Your Product, Providence & Velocity
Know Your Product March 31, 2024 Update Providence Velocity Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. This...
by agoraweb | Mar 31, 2024 | Know Your Product, Tempo Independent
Know Your Product March 31, 2024 Update Managed Solutions Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. This...
by agoraweb | Mar 25, 2024 | Managed Solutions
FHSA using Agora’s Managed Solutions Saving for a home just got simpler- with Agora’s Managed Solutions and the First Home Savings Account Harness the power of Agora’s Managed Solutions to bring your clients’ dream of home ownership that much closer. The First Home...
by agoraweb | Feb 22, 2024 | Managed Solutions
Important Reminder Processing Cutoffs for 2023 RRSP receipts To be eligible for a tax receipt for RSP contributions made within the first 60 days of 2024, Agora must receive the documents in good order, signed by the client by Feb 29, 2024. As some processes may take...
