Mutual Fund Companies

 


Thursday, August 8th, 2019 12:00pm
BMO - Edward Kahnert
Please RSVP by calling Head Office or email admin@shahfinancial.ca to confirm your attendance.
Location: Head Office

 

Viefund

Please see below helpful guides
1) Instructions for Online Access for Clients.
2) Family Linking Instructions.
3) Instructions for Electronic Consent.
4) Advisor Guide.
5) Fund Facts Guide.
6) Statements Guide.

Below are online tutorials
1) Family Linking Instructions.
2) Fund Search.
3) How to place a switch.

 

Please Review and digest the following five documents

1) Reduce Costs and Increase Returns

3) Managing Client Name Fee Based Accounts

4) The Value of Advice and Services

5) Load Option Comparisons

 

Fund Company Phone Numbers and Fax Numbers

Shah Financial Forms

Know Your Client Individual Plans(KYC)

Know Your Client Joint Plans(KYC)

Annual Automatic Switch of Free Units(AAC)

Risk Tolerance Investor Questionnaire

Order Form

Limited Trade Authorization (LTA)

Client Change Form

Electronic Consent

Commissions Rebate

Mackenzie Investments (MFC)

SFP Focus Funds

Advisor Site

Forms

Fund Facts

Tools & Calculators

Franklin Templeton Investments (TML)

SFP Focus Funds

Advisor Site

Forms

Fund Facts

Tools & Calculators

Dynamic Investments (DYN)

SFP Focus Funds

Advisor Site

Forms

Fund Facts

DYN High Yield Savings Rate

Fidelity Investments (FID)

SFP Focus Funds

Advisor Site

Fund Facts

CI Investments (CIG)

SFP Focus Funds

Advisor Site

Forms

IA Clarington Investments (CCM)

Advisor Site

Forms

Fund Facts

AGF Investments (AGF)

Advisor Site

Forms

Fund Facts

Manulife Mutual Funds (MMF)

Advisor Site

Forms

Fund Facts

TD Mutual Funds (TDB)

Advisor Site

Forms

Fund Facts

RBC Asset Management (RBC)

Advisor Site

Forms

Fund Facts

Bank of Montreal(BMO)

Advisor Site

Forms

Fund Facts

CIBC (CIB)

Advisor Site

Forms

Fund Facts

Excel Funds (EXL)

Advisor Site

Forms

Fund Facts

Invesco (AIM)

Advisor Site

Forms

Fund Facts

MFDA

Rules

Policies

Forms

B2B Bank

Loans

 

FundCOM

 

 

Manulife Repsource

Manulife Bank Savings Rate Sheet

Manulife Bank Savings Rates - non advisor site

Dipesh's Advantage Account Link

Investing Tools and Resources

How to take Notes in a clients account

Leverage Review Worksheet

TRANSFER-OUT CLIENTS' ACCOUNT FROM BANKS' BRANCH

Doller Cost Averaging

Remaining Invested

Real Estate vs Mutual Fund Returns

Basics of Investing Presentation

Market Cycles

Tax ToolKit