ICON Forms Now Available on Quik! Forms Quik! Forms is a complete web based forms library which pre-fills ICON Advisers forms in one centralized location with hundreds of financial services company forms. Quik! integrates with 30+ CRM databases including ACT for Advisors, Goldmine, Advisors Assistant (see entire listing on www.quikforms.com) so you can easily choose a client and generate pre-filled forms with client and advisor data that can be completed entirely online before printing. Features include:
- Easy setup in less than 5 minutes
- Pre-fill clients, annuitants, beneficiaries, advisor info and more
- Bundle forms together for faster processing
Quik! is easy to use, even for the least technical person on your team. Save time finding ICON Advisers forms using Quik! |
Please click here for the most recent copy of ICON's Form ADV, Part 2.
Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor
|
|
