The Fast & Full Investment Application fast tracks the segregated fund application and approval process:
No fund codes required! The app is pre-populated with fund codes so you can ditch your fund code cheat sheet and be error free.
No paper or cheques please! No need to carry around sales materials or use couriers because it’s online from client identification, to client signature, to the initial deposit.
Pre-fill client information before you meet. Take advantage of the “My Client Dashboard” feature and you or your assistant can pre-fill client information in the app prior to meeting with your client. Complete and submit the app and trade instructions immediately once you connect with your client.
Hear what Fans of Fast & Full are saying about our Fast & Full Investment App
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Want to learn more?
Try our test site or schedule a personal demo to see how simple, fast and easy completing an investment application can be.
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Policies are issued by The Empire Life Insurance Company. A description of the key features of the individual variable insurance contract is contained in the Information Folder for the product being considered. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Past performance is no guarantee of future performance.