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.
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.
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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.
Tell us a bit more and gain access to all of the latest forms and fund facts.
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.
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"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."
• Change or cancel your plan at any time• No annual commitments• Unlimited downloads
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
Active form rating for carrier feedback
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
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.
Your card will be charged an amount of $19.99 CAD +taxes after 14 days, or you can cancel at any time.