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2014 Designation Promotional Campaign Participation Compliance Form
This signed compliance form indicates that you have obtained permission to be included in the 2014 promotional campaign
representing the _________________________ designation. You will be featured in various forms of media – including print,
online, and out of home advertising. Being a part of the promotional campaign could include the following:
Interviews - in print and online
Profiles in magazines
Live Q&A sessions
Webinar panel of different designation holders to the public on what your designations mean
Media interviews as a spokesperson
Video gallery
These advertisements are intended to build the profile of designation holders as trusted and experienced financial professionals.
By featuring successful designation holders in the ads, we demonstrate the value of your credential. The advertisements will
include (please fill out below):
1. A photograph of you – see sample advertisement
2. Your full name:__________________________________
3. Your current title: ______________________________________________
4. Current company:________________________________________________
If you grant us permission to feature you in the campaign, please sign below. We also require compliance sign-off from your
company allowing us to feature you in the ad, including your title and the name of your current employer. Please sign off and
return to [email protected] or fax back to 1-866-866-2660 Attn: Amy Umpleby.
_________________________ _________________________ _________________________
Designation Holder: Full Name (Printed)
Signature Date
_________________________ _________________________ _________________________
Compliance Officer: Name (Printed) Signature Date
csi.ca/ciwm
Credentials That Matter.CANADIAN SECURITIES INSTITUTE
do better with a
CERTIFIED INTERNATIONAL WEALTH MANAGER
FPO
“The keys to successful client-advisor relationships are communication and trust.”I am passionate about helping my clients build
their financial futures and working with them to
address their challenges and opportunities at
each life stage.
Excellent communication skills, expert knowledge
and understanding my clients’ unique needs are
the keys to strong and successful relationships.
My credentials give me the professional
foundation and personal confidence that
empower me to change lives.
Ramandeep Banga, CIWMFinancial Advisor Portfolio Strategies Corp.