Investor Service & Dealer Relations

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
Alliance Sales and Marketing Inc.
Copyright © 2024 All Rights Reserved
Created by Wavelength Media