Prospective Agents:  Transitioning Your Business

yourCFO believes in having open and clear communication with our Agents.  We have created a Transition Guide, which outlines the services head office provides to its Agents and their staff during their business transition and on an on-going basis once their business is established. 

Below is a summary of information that we provide new Agents to assist them with getting set up at yourCFO.  We begin with the New Agent Checklist, and then follow through the rest of the list below. 
 

  • New Agent Checklist

  • Website Accesses:  This is intended as a helpful guide only, to list the secure websites that are most frequently used.  You can open the document, add in your login and password information, and save it to your own computer for future reference.
              ~       TDWIS back office
              ~       MRSSSI back office

  • Benefits

  • Pre-Population Spreadsheet for Account Documentation

  • E&O Coverage

  • IIROC Bulletins

  • IIROC Transfer of Registration

  • Stationery

  • Transition Guide (outline of head office role)

  • yourCFO logo files

  • Administrative and Account Opening Procedures:
         ~  TDWIS back office
         ~  MRSSSI back office

  • Account Documentation:
         ~  TDWIS back office
         ~  MRSSSI back office 

  • New Client Package Requirements:
         ~  TDWIS back office
         ~  MRSSSI back office

  • Advisor Access Web Tours (for MRSSSI back office)

  • ISM User Manual (for TDWIS back office)

  • Ndex Reference Guides

 

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