La Capitale | New in Savings Products

With an eye to continually improve our service offering, here is what’s new in savings products:

• Five Meritage Portfolios managed by National Bank Securities added to our investment accounts
• The option of a non-registered contract for companies
• Follow-up management function in the extranet tool Expertis

Investment accounts

Meritage Portfolios

These portfolios come with a proven track record and provide a full range of investment products designed for every type of investor profile plus peace of mind for your clients.

AGF Elements Portfolios

Please note that AGF Elements Portfolios will be closed to further deposits as of January 6, 2014.

Notice – Change to the Commissions Schedule

Please be advised that the Commissions Guide has been updated.  Please go to La Capitale’s extranet site (Expertis) to access the new version.

Contracts for companies

It is now possible for companies to be the contract holder of and invest in our non-registered savings products. Products available for these investments are GICs and Equity Index GICs.

Eligible companies include non-profit companies, corporations and partnerships. Trusts are not eligible, however.

To apply for a savings product, use the Non-registered Savings Annuity (companies) form, which you can download by clicking here.

Follow-up management function in the extranet tool Expertis

A new function in La Capitale’s Expertis extranet now allows you to better manage follow-up of your savings business.

You can now monitor a file’s requirements such as receipt of a request, a follow-up requested by email, etc.

Don’t forget, our sales campaign runs from December 2, 2013 to March 28, 2014.

All registered and non-registered savings products are eligible, including investment accounts.

All forms and marketing documents are available on the La Capitale website at www.lacapitale.com/en/brokers. For more information on what’s new in savings products, contact us!