PEAK - Benefits of Online Statements
UPDATE FROM PEAK
New process for "electronic" clients with no MyPEAKonline account
To improve the client experience, we are reviewing the management of clients who have opted for electronic statements and documents. We have identified a number of them who do not have a MyPEAKonline account, even though such an account is mandatory to receive statements and documents electronically. We are therefore implementing a new process that will let such clients access their statements and ensure continuous management of future cases. This process does not require any action on your part.
New process
From now on, when new clients opt for electronic delivery of statements and documents, they will receive a series of up to three emails that will invite them to create a MyPEAKonline account. Thirty days after receiving the first email, clients will revert to paper statements and documents if they have still not created a MyPEAKonline account. This measure is intended to fulfill the regulatory obligation to ensure clients receive their statements.
Clients affected by this situation
Scenario A : Clients with an email address on file
Clients affected by this situation whose email address is on file will be enrolled in the new process. Such clients may have questions about this matter. Please take this opportunity to make them aware of the importance of being able to consult their official documents online. Here is a reminder of the benefits associated with electronic statements.
Scenario B : Clients without an email address on file
Because we have no quick way of communicating with clients who do not have an email address on file they will revert to paper statements before the next statement delivery.
Feel free to contact us if you have any questions or comments.
Thanks
Tim Ross , Brock Shores Financial
Timothy Ross, Family Advisor, CEO & Founder, Brock Shores Financial
Mutual Funds offered through PEAK Investment Services Inc.
This transmission is intended solely for the individual or entity to whom it is addressed and is confidential in nature. Please be advised that any distribution, reproduction or other use of this document by anyone other than the addressee is strictly prohibited. If you have received this communication in error, please notify us immediately. Thank you for your assistance. Please feel free to share our contact info below with those who may benefit from our services. All rights reserved, Timothy Ross
Brock Shores Financial / Timothy Ross & Associates, Family Office Providing Omega Stewardship
4502 Airport Road – Tincap, GTA Professional Center, Elizabethtown, Ontario K6T 1A2
613-345-0016 Office 613-345-5231 Fax advisor@timothyross.com
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OMEGA STEWARDSHIP
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