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To order this marketing material, contact your financial centre's administrative coordinator and specify the identification number.
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Determine Your Investor Profile Brochure
Includes a questionnaire to identify your clients' investor profile and provide the appropriate recommendations for their investments.
Closed: 8½ in X 11 in Opened: 17 in X 11 in
Determine Your Investor Profile
8 pages - 248 kb
Only available on Webi |
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Portfolio Recommandation Flyers
These leaflets suggest solutions comprising the Helios Contract Portfolios of Funds, with or without Alternative Strategies, based on the investor's profile.
8 ½ in X 11 in R/V
Secure Profile
2 pages - 128 kb
Moderate Profile
2 pages - 135 kb
Balanced Profile
2 pages - 138 kb
Growth Profile
2 pages - 141 kb
Speculative Profile
2 pages - 130 kb
Only available on Webi . |
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Co-op ad mats
These ads help you promote your services to your target clientele by means of community, local and regional newspapers, magazines, bulletins, flyers, etc.
Ad - I want security and performance
2 pages - 207 kb
Savings Solutions Ad - I have big plans!
2 pages - 257 kb
If you wish to use one of these ads, please contact your Regional Sales Manager.
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"Add a Long-term Performer to Your Portfolio" Flyer
Shows graphs on the product's return and volatility
For clients' and representatives' use.
8½ in X 11 in
Add a Long-term Performer to Your Portfolio - 05031E
2 pages - 376 kb |
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Promotional flyer
Highlights the security and performance of SIP and TIP. May be inserted in a small envelope.
Intended for clients.
4 in X 8 in
Security and Performance Despite Market Fluctuations! - 04078E
2 pages - 167 kb
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Characteristics Comparative Table
Leaflet presenting the characteristics and guarantees of SIP and TIP.
8½ in X 11 in
Intended for the representatives and clients
SIP and TIP are withdrawn for the Campaign of January 1, 2009. |
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