Ideal Segregated Funds
for savings & retirement income plans


To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1-877-536-4666.


Marketing Material


Name Last
Update
Advisor Client
Ideal Segregated Funds – Fund Details
(PDF only)
04-2011 3967  
Ideal Segregated Funds – Reference Tool
(PDF only)
11-2011 6651  
Ideal Segregated Funds – Fund Codes and Commissions (PDF only) 04-2011 6123  
Ideal Segregated Funds (PDF only) 04-2011 6217  
You don't need a special occasion for platinum - invitation 10-2007 6225  
Ideal Segregated Funds 06-2011   6023
Your guide to Retirement Income Plans 06-2011   3495
Looking for your perfect match? Postcard 10-2007 6226  
Tactical Asset Allocation - Ideal Portfolio Funds 01-2012 5651  
Strategic Asset Allocation Questionnaire 10-2011 5891
Strategic Asset Mix (PDF only) 08-2011 4854
Tax and Estate Issues Pointer Card (PDF only) 08-2011 4280  
Total Customer Satisfaction 06-2008   PC 1380

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