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news

focused on

News for Ubiquity Brokers February 2005

Broker Contact Centre call North America toll free 1.888.881.3535 e-mail contact@ubiquitybank.ca broker website www.ubiquitybank.ca

Margo Kozak Manager, Contact Centre

The Broker Contact Centre represents our commitment to provide you with the service excellence that gives you the confidence to invest your clients’ money with Ubiquity Bank of Canada. Simply put, the Contact Centre is technology with access to real people – fully qualified experienced financial professionals you can count on. Don’t forget this team is available for extended hours, six days a week.

w.

t.

f.

www.ubiquitybank.ca

toll free 1.888.881.3535

toll free 1.888.881.8588 local 604.557.7728

Debbie Hromek Manager, Broker Services

Ubiquity Bank of Canada simply more…bank on it. 32071 South Fraser Way, Suite 303 Abbotsford, British Columbia V2T 1W3

Ubiquity n. the state of being everywhere at once (or seeming to be everywhere at once); omnipresence

Ubiquity Bank of Canada simply more…bank on it.


Living up to our name When it comes to banking, the last thing you want is hassle. At Ubiquity Bank, we think moving money around should be simple—whether it’s your own or someone else’s. In this issue we have focused on four services designed to make banking with us more convenient than ever. No matter how much business you do with us, we think you and your clients will appreciate our streamlined deposit, transfer and access options. We’re also pleased with our brokers-only website where you will find all of our most commonly used forms are just a click away in our online document library. Just download what you need, when you need it. Read on for more details.

Banking on At Ubiquity, we’re working hard to live up to our name and set a new standard for convenience, service and flexibility. You can help us in this quest by continuing to let us know how we can serve you better. Is there something we could do to improve your Ubiquity Bank experience? What new products and services would you like to see? Write to us at contact@ubiquitybank.ca or call toll free 1-888-881-3535. In the meantime, thanks again for choosing us.

Roger Payer General Manager

Helping Helping do more

do more

Four convenient choices to save you and your clients’ time and money. Access: The reality is there can still be some things that are hard to do when you are on the run …online, or over the phone. Like depositing money; providing your instructions or transferring funds to and from other financial institutions. And then there’s the issue of making sure you’re using the right forms, getting more forms quickly when you run out, or simply having them at your fingertips.

1. Electronic Funds Transfer Electronic Funds Transfer (EFT) is available. What does it mean for you and your clients? With EFT, transferring money out of a Ubiquity account to another financial institution is fast, simple and reliable. EFT provides an option for your clients to receive their periodic interest payments and or matured funds at the Canadian financial institution of their choice, reliably and quickly. EFT can also make receiving your commissions from Ubiquity Bank simpler. We can transfer the funds directly into your Ubiquity broker account where they will start earning a high daily rate of interest immediately or… you may choose to transfer funds to another Canadian financial institution of your choice. Just call us now and we will help you to make this an easy option.

At Ubiquity, we’ve been working hard to address these issues and make it easier than ever for you and your clients to do business with us. From the beginning, our goal has been to simplify the banking experience whether you like self serve or prefer our assistance. Check out these 4 convenience services and call us now; we’ll set things up so they are ready to use when you are ready to use them.

2. Agent Royal Bank Deposit Program Ubiquity Bank of Canada offers you the ability to deposit your clients’ funds at any Royal Bank branch in Canada by utilizing their National Direct Deposit Service (NDDS). There is no charge for the transaction and transactions receive same bank date of deposit credit. Once we have your signed agency agreement on file, just make your deposit and fax us your instructions with a copy of the Royal Bank Deposit slip. If you’re not already taking advantage of this service, please contact Ubiquity Bank.

Revised Agency Agreement Serves You Better We have revised the Agency Agreement to include the Terms and Conditions enclosed for your reference. This revision will provide you with a new benefit to better serve your clients - the ability to utilize a variety of delivery channels … the one you choose, when you choose it.! Now you can communicate most investment instructions to us by fax with no need to follow up with originals (some restrictions may apply) and you can choose to deal with Ubiquity Bank through a variety of convenient delivery channel options including courier, mail, fax, Exchange ATM’s, on line through the internet and at any Royal Bank in Canada.

Ubiquity Bank of Canada simply more…bank on it.

3. ATM Deposits For real convenience, you can make deposits at any EXCHANGE® ATM across Canada. This national depository ATM network has grown to include 8 national banks including HSBC, National, Laurentian, and Canadian Western Bank, as well as many Credit Unions across Canada and more than 1,400 ATM’s. For a list of locations near you, simply visit www.the-exchange.ca or call us. You’ll need a Ubiquity ATM Access Card which can be ordered through our Client Contact Centre once we have your signed agency agreement on file. There is no charge for deposits, and deposit funds will be credited instantly. Simply make your deposit and fax us your instructions along with an ATM summary sheet. Call us …we can make this one easy too.

4. Online Documents and More At Ubiquity Bank… paperwork just got a whole lot easier with online access to our most commonly used forms. Our private and secure broker website has everything you need to know about doing business with Ubiquity, including an on line document library and broker specific information on products, rates and compensation. Recycle your old documents and print fresh and current ones as you need them. And if you need help…call us and we will walk you though it, or if you prefer, just let us know what you need… and we’ll gladly send a supply. Don’t forget you can access your commission fund account online too.


Living up to our name When it comes to banking, the last thing you want is hassle. At Ubiquity Bank, we think moving money around should be simple—whether it’s your own or someone else’s. In this issue we have focused on four services designed to make banking with us more convenient than ever. No matter how much business you do with us, we think you and your clients will appreciate our streamlined deposit, transfer and access options. We’re also pleased with our brokers-only website where you will find all of our most commonly used forms are just a click away in our online document library. Just download what you need, when you need it. Read on for more details.

Banking on At Ubiquity, we’re working hard to live up to our name and set a new standard for convenience, service and flexibility. You can help us in this quest by continuing to let us know how we can serve you better. Is there something we could do to improve your Ubiquity Bank experience? What new products and services would you like to see? Write to us at contact@ubiquitybank.ca or call toll free 1-888-881-3535. In the meantime, thanks again for choosing us.

Roger Payer General Manager

Helping Helping do more

do more

Four convenient choices to save you and your clients’ time and money. Access: The reality is there can still be some things that are hard to do when you are on the run …online, or over the phone. Like depositing money; providing your instructions or transferring funds to and from other financial institutions. And then there’s the issue of making sure you’re using the right forms, getting more forms quickly when you run out, or simply having them at your fingertips.

1. Electronic Funds Transfer Electronic Funds Transfer (EFT) is available. What does it mean for you and your clients? With EFT, transferring money out of a Ubiquity account to another financial institution is fast, simple and reliable. EFT provides an option for your clients to receive their periodic interest payments and or matured funds at the Canadian financial institution of their choice, reliably and quickly. EFT can also make receiving your commissions from Ubiquity Bank simpler. We can transfer the funds directly into your Ubiquity broker account where they will start earning a high daily rate of interest immediately or… you may choose to transfer funds to another Canadian financial institution of your choice. Just call us now and we will help you to make this an easy option.

At Ubiquity, we’ve been working hard to address these issues and make it easier than ever for you and your clients to do business with us. From the beginning, our goal has been to simplify the banking experience whether you like self serve or prefer our assistance. Check out these 4 convenience services and call us now; we’ll set things up so they are ready to use when you are ready to use them.

2. Agent Royal Bank Deposit Program Ubiquity Bank of Canada offers you the ability to deposit your clients’ funds at any Royal Bank branch in Canada by utilizing their National Direct Deposit Service (NDDS). There is no charge for the transaction and transactions receive same bank date of deposit credit. Once we have your signed agency agreement on file, just make your deposit and fax us your instructions with a copy of the Royal Bank Deposit slip. If you’re not already taking advantage of this service, please contact Ubiquity Bank.

Revised Agency Agreement Serves You Better We have revised the Agency Agreement to include the Terms and Conditions enclosed for your reference. This revision will provide you with a new benefit to better serve your clients - the ability to utilize a variety of delivery channels … the one you choose, when you choose it.! Now you can communicate most investment instructions to us by fax with no need to follow up with originals (some restrictions may apply) and you can choose to deal with Ubiquity Bank through a variety of convenient delivery channel options including courier, mail, fax, Exchange ATM’s, on line through the internet and at any Royal Bank in Canada.

Ubiquity Bank of Canada simply more…bank on it.

3. ATM Deposits For real convenience, you can make deposits at any EXCHANGE® ATM across Canada. This national depository ATM network has grown to include 8 national banks including HSBC, National, Laurentian, and Canadian Western Bank, as well as many Credit Unions across Canada and more than 1,400 ATM’s. For a list of locations near you, simply visit www.the-exchange.ca or call us. You’ll need a Ubiquity ATM Access Card which can be ordered through our Client Contact Centre once we have your signed agency agreement on file. There is no charge for deposits, and deposit funds will be credited instantly. Simply make your deposit and fax us your instructions along with an ATM summary sheet. Call us …we can make this one easy too.

4. Online Documents and More At Ubiquity Bank… paperwork just got a whole lot easier with online access to our most commonly used forms. Our private and secure broker website has everything you need to know about doing business with Ubiquity, including an on line document library and broker specific information on products, rates and compensation. Recycle your old documents and print fresh and current ones as you need them. And if you need help…call us and we will walk you though it, or if you prefer, just let us know what you need… and we’ll gladly send a supply. Don’t forget you can access your commission fund account online too.


news

focused on

News for Ubiquity Brokers February 2005

Broker Contact Centre call North America toll free 1.888.881.3535 e-mail contact@ubiquitybank.ca broker website www.ubiquitybank.ca

Margo Kozak Manager, Contact Centre

The Broker Contact Centre represents our commitment to provide you with the service excellence that gives you the confidence to invest your clients’ money with Ubiquity Bank of Canada. Simply put, the Contact Centre is technology with access to real people – fully qualified experienced financial professionals you can count on. Don’t forget this team is available for extended hours, six days a week.

w.

t.

f.

www.ubiquitybank.ca

toll free 1.888.881.3535

toll free 1.888.881.8588 local 604.557.7728

Debbie Hromek Manager, Broker Services

Ubiquity Bank of Canada simply more…bank on it. 32071 South Fraser Way, Suite 303 Abbotsford, British Columbia V2T 1W3

Ubiquity n. the state of being everywhere at once (or seeming to be everywhere at once); omnipresence

Ubiquity Bank of Canada simply more…bank on it.


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