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Reasons for Decision File No. 2018122IN THE MATTER OF A SETTLEMENT HEARING PURSUANT TO SECTION 24.4 OF BYLAW NO. 1 OF THE MUTUAL FUND DEALERS ASSOCIATION OF Canada: Christopher Paul Had Heard: February
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Go to the Wealthsimple website and click on the 'Invest' tab.
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re wealthsimple advisor services is a service provided by Wealthsimple specifically tailored for financial advisors.
Financial advisors who use Wealthsimple as their platform for managing client investments are required to file re wealthsimple advisor services.
Financial advisors can fill out re wealthsimple advisor services by logging into their Wealthsimple account and following the instructions provided by the platform.
The purpose of re wealthsimple advisor services is to help financial advisors manage their clients' investments more efficiently and effectively.
Information such as client investment portfolios, financial goals, risk tolerance, and any changes to the investments must be reported on re wealthsimple advisor services.
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