Application Forms

Client application forms used to open investment accounts:

• Online (8.5" × 11" PDFs) or printable (booklet format with tipped-in pages)
• Tabular lists of the company’s offered funds and packaged portfolios
• Interactive elements include radio-buttons and check-boxes, user-entry fields linked to client databases, page navigation and print output buttons

Investment Application Form

PortfolioWorks

PortfolioWorks is a quarterly journal of Funds performance and investments:

• 120-page, 8" × 10.375", 4-colour saddle-stitched booklet
• Layouts and diagrams of articles covering the state of the industry
• PortfolioWorks integrates Fund performance data and editorial copy into a quick-reference catalogue

PortfolioWorks, 2013 Q4

Straight Talk

Straight Talk articles are single-page colour articles covering investing strategies:

• Presenting technical business knowledge in accessible formats
• Design combines image sourcing and information graphics
• Visual branding applied with respect to typography, colour and photo manipulation

Straight Talk | Live life to the fullest

Straight Talk | Saving for an RESP