FUND FACTS AND LIFE INSURANCE FORM PLATFORM FOR CANADIAN ADVISORS

Save 10 hours a month on advisor admin work

Find and download your insurance forms and fund facts in seconds instead of hours. The perfect solution for high-achieving Canadian insurance and financial advisors.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Every Form and Carrier

Get access to the internet’s most complete advisor form database.

Updated Daily

Never waste time on an out-dated or incomplete form again.

Superior Experience

Easy, to use, beautiful interface.  One platform, one login, no paper.

Find your forms in a fraction of the time

Find and download your insurance forms and fund facts in seconds instead of hours. The perfect solution for high-achieving Canadian insurance and financial advisors.

Join 300+ Canadian advisors winning the day.

Get complete fund facts and life insurance forms for all of Canada's leading providers. Easy to navigate, updated daily.

Thoughts from our customers

"If I had to recommend a software for a company with the same structure as mine, I would say Forms and Funds. Your software is easy to use, simple and efficient."

Johanne Tranquille

Financial Advisor

"As a new user of the platform, I am very impressed by how easy it is to find the form(s) I need. Very comprehensive."

Marc-Olivier Champoux

Financial Advisor

"Forms and Funds have significantly improved my productivity and efficiency.  I find all the fund overviews I need.  In addition, it is very easy to use, I can access it from anywhere in the world and from any computer with internet access."

Rémi Vermette

Financial Advisor

"I like it very much because we have all the forms in the same place. We don't have to log on to each insurer's site to get our documents and we know it's up to date."

Chantal Godfroy

Advisor Assistant

"I don't know how I could be so effective in my work if I didn't have access to this application. I use it several times a day."

Monique Lachance

Advisor Assistant

"All the insurers' forms up to date in one place. Forms and Funds save me a lot of time."

Jacques Blais

Sales Manager

Simple, thoughtful pricing

Essential Plan

$19.99
+tax/monthly

Unlimited downloads and emailing of over 70,000 forms, fund facts, fund profiles and marketing brochures

Super fast search & filtering capabilities

Priority email and chat support

24/7 access

Active form rating for carrier feedback

Try it Free for 14 Days

Premium Plan

$29.99
+tax/monthly

All features from Essential Plan

+ Forms Download History for quick reference

+ Emailing History for clean record keeping and compliance support

+ Favourite your documents for even faster access

Try it Free for 14 Days

"Optimizing our administrative tasks has always been key to growing our business.
Using Forms and Funds has helped us build our book to over 60,000 clients."

Daniel Guillemette
Founder of Forms&Funds

Got questions?

Does your system have fund facts for all mutual funds?

We have all the fund facts for all mutual funds, as well as their fund profiles. The difference between those two types of documents is the frequency of the update. The first one (mandatory) is updated yearly and the second one is updated monthly. We are the only virtual library where you will find both.

Do you also have the application forms?

Application forms for life insurance products from Canadian Insurance Carriers are available on the platform.

Can I try it before I buy it?

We would love for you to try Forms and Funds. Please click on the TRY FREE button on the top right of our homepage or for a free trial for 14 days.

Does Forms & Funds have ETF's and seg funds?

We have most ETF's and seg fund facts and profiles in the industry.  If you cannot find a particular Form, Fund Fact or Fund Profile, you simply have to advise us and we will make it a top priority to add it.