At Alliance Sales & Marketing we collaborate with you to deliver service to all of your investors, investment advisors, family offices, industry experts & consultants, and dealers that is superior in Canada’s investment product industry.Investor & Dealer Service activities include:
- Handling account inquiries from unitholders and their investment advisors
- Planning and organizing on-going investor and dealer communications:
- Regular email updates
- Regular information meetings:
- one-on-one meetings with portfolio managers
- group meetings and seminars
- conference calls
- webinars
- client appreciation events
- etc.
- Co-ordination of all aspects of shareholder administration
- Liaison with back-office processing to resolve transaction errors, omissions, etc.
- Liaison with Dealer back-offices to ensure their needs are met