| 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® and The Ethical Funds CompanyTM
Web sites. |
|
Compliance approved point-of-sale and marketing support materials including
campaign planners and materials, posters, order forms, brochures, presentation
folders, and other marketing materials. |
|
Direct mail and newsletter article templates (for proprietary funds). |
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Ad templates and co-op advertising program. |
|
Access to marketing support materials via the Credential knowledgeXchange
extranet. |
| |
| Compliance support
|
|
Registration and insurance licensing. |
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Proficiency courses and exam materials. |
|
Education for investment professionals. |
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Onsite reference tools. |
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Review of new accounts, trading activity, and advertising. |
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Compliance bulletins and regulatory postings. |
|
Risk management. |
