MRS TFSA Advisor Support

MRS has made it easy for you to introduce the new Tax-free Savings Account to your clients and start the account pre-registration process now. We have two options to support you in Growing Your Business. Depending on your strategy, one will suit you and your practice.

Option #1: MRS TFSA Advisor Support

Beginning Monday, November 24th, MRS will provide Advisors with access to pre-populated MRS TFSA applications for existing, eligible clients.

All you have to do is log on to MRS AdvisorAccess (password required) then:

• use the Completed Application function (under “new” tab and then “Quick Links section”)
• fill in any additional information
• print the application
• have your client sign
• and submit to MRS

The TFSA account will be activated by a deposit to the account on or after January 1, 2009.

Option #2: MRS TFSA Enhanced Advisor Support (TFSA Quick-start kit)

For Advisors who are ready to offer the TFSA to a number of clients, we have the MRS TFSA Quick-start kit. This kit is delivered as a password protected USB key.

The TFSA Quick-start kit will include:

1. Pre-populated applications for your eligible client base - just choose the applications you want to print and have your clients sign
2. an excel spreadsheet of your client base
3. Blank, writeable applications for new clients
4. A client brochure designed to help you market this product
5. Four prospecting letters based on your clients’ needs and stage in life
6. A TFSA PowerPoint presentation for you to use to present to a group of clients

To take advantage of option #1 or #2, simply contact your Business Development Manager or send an email to MRSMarketing@mrs.com.

Support Materials

• Investor Brochure
• PPT Presentation
• eConference
• Prospecting Letters

MRS TFSA Applications & Forms

• MRS Inc.
• MRS SSI
• MRS CC

Transfer Form, Systematic Instruction Form

• Transfer form
• Systematic Instruction form