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Finding and Downloading your daily forms in a matter of minutes...
What would that do for your productivity?

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FEATURES

Lightning Fast 

Search for your daily forms and fund facts faster than ever 

Modern

One platform, One Login, No Paper

Complete

Every insurance form from every carrier

FAQ

Q - Does your system have fund facts for all mutual funds?

A - 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.

Q - Do you also have the application forms?

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

Q - Can I try this service?

A - 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 go directly to https://app.formsandfunds.com/en/signup for a free trial for 30 days. 

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

A - 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.

 

We find everything we are looking for, very quickly!

 

I.D. - AG Finances

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Forms & Funds

Essential

$19.99+tax/monthly

  • Complete access to over 70,000 forms, fund facts, fund profiles and marketing brochures

  • Super fast search & filtering capabilities

  • Fuzzy search and metadata references for quick access to the right form

  • Anytime access to the system

  • Active form rating for carrier feedback

  • Priority email support

  • Priority chat support

  • Unlimited downloads

  • Unlimited emailing of documents

Forms & Funds
Premium

$29.99+tax/monthly

  • Complete access to over 70,000 forms, fund facts, fund profiles and marketing brochures

  • Super fast search & filtering capabilities

  • Fuzzy search and metadata references for quick access to the right form

  • Anytime access to the system

  • Active form rating for carrier feedback

  • Priority email support

  • Priority chat support

  • Unlimited downloads

  • Unlimited emailing of documents

  • + Forms Download History

  • + Emailing History

  • + Favourite Documents List

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