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*Company Name
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To help us better serve you please take a moment and provide the following
 
Dealer Code (if applicable)
Rep ID number (if applicable)
*Company
Other Company Name (Required if "Other" is selected in Company picklist)
 
*What is your firm's primary business?
  Accounting
  Banking
  Credit Union
  Financial Education
  Financial Planning
  Insurance
  Investment Management
  Law
  Regulator/Government
  Securities Brokerage
  Other (please describe below)
*Which of the following best describes your job title?
  Accountant
  Assistant/Support
  Executive/Owner/Branch Manager
  Financial Advisor
  Investment Advisor
  Lawyer
  Mutual Funds Sales Representative
  Securities Broker
  Wholesaler
  Other (please specify below)
 
*Total investments under management:
Less than $5M
$5M to $10M
$10.1M to $30M
$30.1M to $60M
$60.1M to $100M
More than $100M
*Indicate sources of income (check all that apply):
Asset-Based Fees
Commission
Fees
Fees and Commission
Salary and Bonus (non-commission)
Other (please specify)
 
*Year started in financial business (e.g.: 1985)
 
*Which products do you recommend or are licensed to sell?
Bonds/T-Bills
Education Plans
Equities
Exchange-Traded Funds
Group Retirement Plans
Hedge Funds/Derivatives
Insurance
Loans
Mortgages
Mutual Funds
Private Equity
Segregated Funds/GIFs
Term Deposits/GICs
Wrap Products
Other (please specify)
*How many clients do you have?
Fewer than 50
50 to 100
101 to 200
201 to 300
301 to 400
401 to 500
More than 500
 
*Fund families recommended in the last 12 Months (check all that apply):
Acuity Funds Ltd. Mackenzie Financial Corporation
AGF Funds Inc. Manulife Financial
AIC Limited Matrix Fund Management Inc
Invesco Trimark Ltd. Mawer Investment Management Ltd.
Altamira Investment Services Inc. McLean Budden Limited
BMO Investments Inc. Meritas Mutual Funds
Barclays Global Investors Canada Ltd. Sentry Select Capital Corp.
CI Mutual Funds National Bank Mutual Funds
CIBC Securities Inc. Northwest & Ethical Investments L.P.
CM Investment Management AEGON Fund Management Inc.
Canada Life Financial Corporation Manulife MIX Funds
Cartier Mutual Funds Inc. Phillips, Hager & North Inv Mgmt
Canada Life Assurance Co. RBC Asset Management Inc.
IA Clarington Saxon Funds
Counsel Wealth Management Sceptre Investment Counsel Ltd
Dynamic Mutual Funds Ltd. Scotia Securities Inc.
Elliott & Page Ltd. R Funds (BLC-Rothschild)
Ethical Funds Inc. AEGON Fund Management Inc.
Fidelity Investments Canada Ltd. Standard Life Mutual Funds
Fonds Desjardins Sprott Asset Management Inc.
Franklin Templeton Investments Sun Life Financial
GGOF Guardian Group of Funds Transamerica Life Canada
HSBC Investment Funds (Canada) Inc. TD Asset Management Inc.
ING Funds Talvest Fund Management
Investors Group Other
MD Funds Management Inc.
 
*Earned designations (check all that apply):
AICB IA
CA IC
CFA PFP
CFP REBC
CGA RHU
ChFC RFP
CIM SFC
CLU CSC
CMA FCSI
FICB None
FMA Other (please specify)
 
 
*Membership in professional organizations:
Advocis
CFA Institute
CIFPs
ICB/CBA
IDA
IFBC
FPCS
MFDA
None
Other (please specify)
*Business information needs (check all that apply):
Asset Retention
Client Portfolio Tools
Client Service
Continuing Education
Estate Planning
News
Presentation Materials
Product Knowledge
Prospecting
Research Tools
Sales Ideas and Solutions
Tax
Other (please specify)
 

 
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