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MRS Marketing Material Order Form

Need to re-acquaint yourself with the services we offer at MRS? Order from one of our many (new) Advisor brochures below for you and your team! Take a look below as well for handy Investor guides/material to use in your client meetings. Click on image to view document.

ADVISOR MATERIALS
 
    Quantity
Guide to MRS:
Overview of all MRS has to offer and how MRS can help you “Grow your Business”.
Transfer-In Program:
Financial and resource assistance to help Advisors move accounts over painlessly.
Fee For Service Handout:
A guide on setting up and using an MRS FFS account where MRS can collect client fees on your behalf.
Segregated Funds Info Sheet:
A summary of the benefits of holding Segregated Funds with MRS.
Total IPP Brochure:
An important offering for a selection of your clients.
Tax Information/Summary:
This handout explains the introduction of online tax reporting at MRS and how this will save you and your clients time and money, especially during income tax preparation.
MRS Advisor Contacts:  
A listing of departments/individuals to contact for various service and sales issues or information.
Ndex Brochure:  
An overview of the benefits and features offered for optimal client reporting.
Introducing MRS Investor Services
 
INVESTOR MATERIALS
 
    Quantity
Intro to MRS Brochure:
Ideal for clients wanting to understand more about MRS; will help Advisors explain how the MRS solution will serve their client
TFSA Brochure:
Explains the benefits of a TFSA and the benefit of holding it with MRS.
Tax Information/summary:  
Introduces online tax reporting and how this important new service will save time and money especially during income tax preparation.
Investor Move money:
Reminds clients of how easy it easy to move money from their bank account to their MRS account (especially handy during rrsp season!)
InvestorAccess Sign up:
Summarizes the information clients have access to 24-7when they sign up.
eDelivery Sign up:
Highlights the benefits to a client for receiving their MRS statement online.
MRS Investor Services - Brochure
 
 
 
 
Email:     
Dealer:
Rep:
First Name:   Last Name:
Street Address:
City:
Province:
Postal Code:
(no spaces)
   
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