The new 2023 Information Folders and Fund Facts documents will be available for download and for order starting May 29th.
New versions coming later in the year
In order to accommodate some important improvements, we will be releasing new versions of the sales documents later this year. More information will follow in the coming months. Stay tuned!
Say goodbye to paper with 
If you are in the majority of advisors who use EVO Savings or the RESP New Issue Tool to complete your Savings applications in as little as nine minutes, well done!
Using our industry-leading sales tools means not having to worry about ordering paper copies of the Information Folder and Fund Facts documents, since both platforms send up-to-date electronic copies to clients automatically.
Still ordering paper copies?
Since new versions of these documents will be published this Autumn, we recommend that you reduce your regular annual order, and re-order later in the year.
Ensure that you are providing only the most recent versions of documents to your clients following a new issue.
Or better yet, try our digital sales tools. A simple and efficient (and most importantly, paperless) sales experience awaits you.
Talk to your sales teams today!
