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Quadrus Investment Services Sign Up Information

Last Updated:

11/4/2019

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Yes

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Your Name

First Name, Last Name

Your Address

State, Postcode

Phone Number

Phone

Post-Registration Data

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Membership Emails

Below is a sample of the emails you can expect to receive when signed up to Quadrus Investment Services.

Thanks for your interest in Qu...
RE: Find an Advisor Request - ...

Hi,

Thanks for your interest in Quadrus.

An advisor will contact you shortly.

Hello,

Thank you for your request. Please call 03456060708 or +441707651122 for more information.

Thank you.

The contents of this communication, including any attachment(s), are confidential and may be privileged. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents. Thank you. Note: We have taken precautions against viruses, but take no responsibility for loss or damage caused by any virus present.

Le contenu de la pr�sente communication, y compris tout fichier joint, est confidentiel et peut �tre privil�gi�. Si vous n’�tes pas le destinataire vis� (ou si vous ne recevez pas la pr�sente communication au nom du destinataire vis�), veuillez en aviser imm�diatement l’exp�diteur et supprimer ou d�truire le pr�sent message sans le lire, en tirer des copies, le retransmettre ou en enregistrer le contenu. Merci. � noter : Nous avons pris des mesures de protection contre les virus, mais nous n’assumons aucune responsabilit� pour ce qui est de la perte ou des dommages caus�s par la pr�sence d’un virus.

From: findanadvisor@quadrusinvestmentservices.com <findanadvisor@quadrusinvestmentservices.com>
Sent: Monday, November 04, 2019 10:27 AM
To: Quadrus Find An Advisor <FindAnAdvisor@Quadrusinvestmentservices.com>
Subject: Find an Advisor Request - Existing - Group Benefit

Customer information

First name: Andrew

Last name: Lee

Email address: @

Phone number: 07918016973

Postal code: N15 3NB

I need help with

Saving for a child's education

Purchasing a new home

Tax and estate planning

Developing a financial security plan

Protecting my family

Protecting my income

Protection in case of a serious illness

Socially responsible investing

Donating to charity

Do you have products with us: Mark

Where did you get your products: advisor

My employer is:

I was born in the year:

Raw Data Registration Structure Registration Form Text

Registration

Purchasing a new home

First name

Last name

Phone

State

Postcode

Saving for a child's education

Postal code Required Invalid Invalid Invalid Invalid Invalid Invalid Good How can we help you? Please choose at least one option from the list: You must select at least one option below.

Purchasing a new home

Saving for a child's education Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Tax and estate planning

Purchasing a new home Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Developing a financial security plan

Tax and estate planning Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Protecting my family

Developing a financial security plan Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Protecting my income

Protecting my family Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Protection in case of a serious illness

Protecting my income Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Donating to charity

Protection in case of a serious illness Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Socially responsible investing

Donating to charity Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Yes

Required Invalid Invalid Invalid Invalid Invalid Invalid Good Do you currently use any products or services provided by Great-West Life, London Life, Canada Life or Quadrus Investment Services Ltd.?

Yes Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Through an investment representative

No Required Invalid Invalid Invalid Invalid Invalid Invalid Good Where did you get your products?

I�m an individual, I got my products through a group benefits plan

Through an investment representative Required Invalid Invalid Invalid Invalid Invalid Invalid Good

Data Name	Data Type	Options
Purchasing a new home	Text Box
First name	Text Box
Last name	Text Box
Email	Text Box
Phone	Text Box
State	Text Box
Postcode	Text Box
Saving for a child's education	checklist	Postal code Required Invalid Invalid Invalid Invalid Invalid Invalid Good How can we help you? Please choose at least one option from the list: You must select at least one option below.
Purchasing a new home	checklist	Saving for a child's education Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Tax and estate planning	checklist	Purchasing a new home Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Developing a financial security plan	checklist	Tax and estate planning Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Protecting my family	checklist	Developing a financial security plan Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Protecting my income	checklist	Protecting my family Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Protection in case of a serious illness	checklist	Protecting my income Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Donating to charity	checklist	Protection in case of a serious illness Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Socially responsible investing	checklist	Donating to charity Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Yes	option	Required Invalid Invalid Invalid Invalid Invalid Invalid Good Do you currently use any products or services provided by Great-West Life, London Life, Canada Life or Quadrus Investment Services Ltd.?
No	option	Yes Required Invalid Invalid Invalid Invalid Invalid Invalid Good
Through an investment representative	option	No Required Invalid Invalid Invalid Invalid Invalid Invalid Good Where did you get your products?
I�m an individual, I got my products through a group benefits plan	option	Through an investment representative Required Invalid Invalid Invalid Invalid Invalid Invalid Good

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