Credential® :: Business Services :: Support for Credential Securities representatives
 
Support for Credential Securities® Investment Advisors
At Credential Securities, we work hard to help Investment Advisors be successful.

We supply ongoing assistance in the areas of sales, marketing, and compliance so that sales professionals meet the highest standards. This also guarantees consistency between credit union branches and strict compliance to legal requirements.

Our support takes a variety of forms, including:

Sales support
Sales meetings and conference calls to reinforce training techniques, motivation, and communication.
Education and training on sales relationships, administration, and account management.
Point-of-sale and seasonal campaign support and mutual fund road shows by third-party fund companies.
Toll-free access to our call centre for administration support, account statement information, product information, and global economic opinions.
 
Marketing support
Strategic and targeted wealth management marketing solutions and support focused on increasing credit union business.
Credential® Web sites.
Compliance approved point-of-sale and marketing support materials including posters, order forms, brochures, presentation folders, and other marketing materials.
Direct mail and newsletter article templates (for proprietary funds).
Ad templates.
Access to marketing support materials via the Credential knowledgeXchange extranet.
 
Compliance support
Registration and licensing.
Proficiency courses and exam materials.
Education for investment professionals.
Onsite reference tools.
Review of new accounts, trading activity, and advertising.
Compliance bulletins and regulatory postings.
Risk management.
Products and services:
  Wealth management products and solutions
  Research & tools
  Back-office support services
   Full support for representatives