Below is a sample of the emails you can expect to receive when signed up to Investment Executive.
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Data Name | Data Type | Options |
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Female Company name | Text Box | |
First name | Text Box | |
Last name | Text Box | |
Password | Text Box | |
Text Box | ||
Phone | Text Box | |
Home address | Text Box | |
City | Text Box | |
Country | Text Box | |
Postcode | Text Box | |
Gender | Text Box | |
option | Gender | |
option | Male | |
option | Professional Information Answer required Are you licensed to sell financial products? | |
option | Yes | |
checklist | No Which products? | |
checklist | Publicly traded stocks and bonds | |
checklist | Mutual funds | |
checklist | ETFs | |
checklist | Insurance products (segregated funds, life insurance, disability insurance, etc.) | |
checklist | Exempt market products | |
checklist | Banking products (GICs, banking notes, etc.) | |
checklist | Options | |
checklist | Futures | |
checklist | Other What is your main responsibility/role within your firm? (check every role that fits with your responsibilities) | |
checklist | Executive or senior manager | |
checklist | Wholesaler from a product distributor firm | |
checklist | Compliance officer | |
checklist | Financial planner | |
checklist | Accountant | |
checklist | Lawyer | |
checklist | Assistant or support staff | |
checklist | Tax planner | |
checklist | Other More options Optional | |
checklist | Yes, I would like to receive special offers, promotions and information from Investment Executive’s carefully selected partners (property of Newcom Media Inc.) | |
checklist | Yes, I would like to receive information from Investment Executive such as content, special offers, webinars, surveys and research. Newspaper subscription Optional | |
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