Name:
Email:
re-type Email:
Daytime Telephone:
How did you find us?
How can we help you?
type image text
 


 

Payroll Deduction
Secure Enrollment

We are about to collect the information you need to provide in a few short online pages. The replies you give are confidential and part of our secure encrypted web site system. The questions we ask are required by law. Your answers will only go to us – just as if you came to our office. Once this information is complete, we will send out your account package for review and signature.

On average it is taking people 10-12 minutes to complete this online questionnaire.

Online Authentication

Our online application incorporates an online authentication process using Equifax (a third party information service) to identify you. The advantage of online authentication is that you have the convenience of applying wherever you have Internet access, without having to meet with an advisor. You may begin investing once your identity has been authenticated, and cash or securities are deposited in your account.

The online authentication process is designed to validate your identity and protect you so that no one else can open an account in your name. In order to meet regulatory requirements to open an account with Lifestyle by Design using this online authentication process, we are required to ask for personal information. Equifax is bound to maintain your confidentiality and may not use the information for any unauthorized purpose other than identifying you for opening your account.

The information you provide will be compared to your Equifax consumer credit report. This process will NOT impact your credit rating or credit file in any way. This information is used only for validating your identity. Should the information you provide not be authenticated online, please be assured that this is not a reflection of your credit rating but may be due to the fact that the consumer report file is incomplete. All information submitted via this online application is fully encrypted and secure.

In accordance with Federal legislation we are also required to validate your primary financial institution banking relationship as part of the account opening process.



 
 
Copyright ©2011 Lifestyle by Design. All rights reserved
SaskWorks Ventures Fund Inc. is a registered labour-sponsored investment fund. The offering is made by prospectus, in Saskatchewan only, for provincial residents. An investment in the Fund is subject to substantial risk; share values and returns will fluctuate. Redemptions are dependent on net income and retained earnings, and may be restricted in certain circumstances. If redeemed prior to the eighth anniversary of purchase, you may be subject to an early redemption fee, and to repayment of tax credits. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus carefully before investing.