Page 3 - NAFIF-2019-Facility-Reference-Guide

Content Page #

Marketing

· Marketing Strategy 24

Disclosure

· What is Disclosure? 40
· Value of Disclosure 40

· Overcoming Objections to Disclosure 40
· Best Practices for Obtaining Disclosure 41

· Non-Disclosure Agreement (NDA) 41
· Disclosure Levels 42

· Procedure for Breach of Disclosure 43
Questionnaire

· Top QAR Notes 44

· North American Fixed Income Product Reference Guide 45
· Facility Programs 50

· QAR Structure 51
· Required Questions 52

· Questionnaire Map – U.S. Investors EI Instructions 53
· Questionnaire Map – Canada Investors EI Instructions 54