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All the insurers' forms up to date in one place. Forms and Funds save me a lot of time.
Jacques Blais
Sales Manager
Please select a plan.
• All plans come with a 30 day free trial.
• Change or cancel your plan easily, at any time
• No annual commitments
• Unlimited downloads
Essential Plan
30 day free trial, then $19.99 CAD /month
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
Premium Plan
30 day free trial, then $29.99 CAD /month
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
