FISCAL AGENTS - Financial Information Services

Introduction to

COMPREHENSIVE PRODUCT PROFILES

The most comprehensive of their kind, The Fiscal Reports are a collection of financial services product profiles gathered from over 130 financial institutions in Canada. A range of banking, savings, investment and retirement products are covered. The profiles include a comprehensive list of product features, fees and conditions. The average number of features reported per product area is 25 and growing!
Participants include: Banks, Trust Companies, Credit Unions, Insurance Companies, Mutual Fund Companies, Investment Dealers and Mortgage Loan Companies.
For one organization to obtain this much data would be extremely time consuming and costly. However, having access to this information without having to put in the hours for data collection, will allow a thorough examination of product competition in a cost effective manner and will also assist in providing the leading edge in customer service.

TIMELY - ACCURATE - OBJECTIVE

Annually or semi annually, depending on the report, and at regularly scheduled times, product profile surveys are sent to participating financial institutions for completion. Fiscal Agents then gathers, compiles and prepares The Fiscal Reports in a timely manner. Data is electronically stored and updated regularly and is verified for its accuracy by the participating financial institution before publication.
Reliability, accuracy and objectivity of data are enhanced by having the participants complete the information. Electronic storage means reports are easily updated and accuracy is maintained.

Bruce Cohen, Financial Post, says:

"Its easy to understand uniform results that summarize the wrinkles of each product."

CREDIBLE ESTABLISHED SUPPLIER

Fiscal Agents and Fiscal Agents Financial Information Services have been delivering innovative solutions for the financial services industry since 1977.
Fiscal Agents Financial Information Services is responsible for the regularly published interest rate tables in most newspapers in Canada including The Financial Post, The Star and The Sun Newspaper Group. In addition, we provide on-line access to financial products, interest rates, unit values, profiles and company background on hundreds of financial institutions through The MoneyGuide Network computer service. We are now providing rates to the Internet:

Our history and the nature of our product offerings make Fiscal Agents Financial Information Services the most objective, credible source for your financial products and services information needs.

SAMPLE REPORT FORMAT

The Fiscal Reports are arranged in a reader friendly standard format, for ease of use - see as you will see in the sample Reports. Reports average 30 pages in length and are neatly bound in an 8 1/2" x 11" booklet. Changes made to products since the last survey period, are boldly marked with black bars to help you quickly identify what is new in the marketplace.

Allan Silverstein, Real Estate lawyer and author of the Perfect Mortgage - says:

"I found it to be extremely useful and well organized, containing important information for a person like myself."

A MANAGEMENT TOOL FOR THE 90's

Comprehensive, timely, accurate, objective, simple, flexible, credible and cost effective - The Fiscal Reports are designed to meet the needs of today's information seeker.
The Fiscal Reports help professionals keep in touch with the marketplace and make quick, informed decisions. Saving hours of valuable time for more productive uses.

The Fiscal Reports are of most value to:

Strategic Planners
Product Specialists
Marketing Professionals
Research Managers
Sales Managers Sales

Service Officers

FLEXIBLE TO ACCOMMODATE CHANGE

Product innovation and redesign is a constant factor in the financial services industry. As such Fiscal Agents is committed to keeping The Fiscal Reports up to date and relevant to today's marketplace. Requests for additional survey questions or even additional product coverage are welcome. Custom reporting will also be available in the near future.

TEN MINUTES WISELY SPENT

Invest 10 minutes now and review The Fiscal Reports Directory to save hours and dollars in the future. Don't let your competition be the only one accessing these powerful analytical tools. Many are already taking advantage of The Fiscal Reports.
The following links include a detailed description of the reports, the price list and order form. The reports are available individually or in sets.
Questions or suggestions regarding The Fiscal Reports should be directed to the phone and fax numbers on the order form, email, or call 1-905-844-7700. We look forward to hearing from you.

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