Prospective Agents: Agent Access Outline

Prospective Agents: Agent Access Outline

Below is a brief summary of some of the items that are located on yourCFO's Agent Access. Please note that the links are not active, and are there for illustrative purposes only.

yourCFO Advisory Group Inc.

For New Agents:
Please click here for to access our New Agent Checklist, contact information, registration, benefits, and e-mail set-up procedures.

For Existing Agents:
Account Opening, Administrative and Trading Procedures:
~ TDWIS back office
~ MRSSSI back office

Client Account and Procedural Documents:
~ TDWIS back office
~ MRSSSI back office

New Client Account Package:
~ TDWIS back office
~ MRSSSI back office

Information and Other Resources:
~ Articles

~ Compliance Information and Resources

     ● Anti-Money Laundering Compliance
     ● Business Continuity Plan
     ● Continuing Education (CE Credits)
     ● Co-operative Marketing Procedures
     ● Hedge Funds, Alternative Investments, Other Exempt Products
     ● IIROC Compliance Webcasts
     ● Referral Arrangements

~ yourCFO Advisory Group Policies and Procedures Manual

     ~ Contacts, Product Information, Research and Planning Tools
               ● Contact Information (yourCFO locations, TDWIS, MRSSSI, TNG Networks)
             ● Password Re-sets
               ● Product Information (Mutual Fund programs)
               ● Links to Other Industry Sites & Planning Tools

~ Technology and Back Office Programs

yourCFO Wealth Management Inc.

For New Agents:
Please click here for assistance with getting set up. Contents include how to change dealer and agent codes at insurance companies, how to obtain new agent codes at insurance companies, procedures on how to submit an application, and contact information.

For Existing Agents:
Anti-Money Laundering Forms and Procedures

Manuals and Procedures

Websites and Contact Info

Client Material

Educational

Technical Support

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