Regulations require all electronic information be stored for a certain number of years. As a result all outgoing and incoming electronic communication must pass through your firms email servers. Bondflyer.com allows you to customize your income flyer so that it can be sent from or copied right into your email program. e.g. Outlook, Eudora,Lotus,etc.

Any time you send out information to the public you are required to have a compliance officer review and approve the material. Bondflyer.com allows you to create and submit your flyer to your compliance officer with the default disclosures. Our general disclosures are meant to give you a starting point. Submitting your flyer to compliance can occur the minute you sign up.

As a subscriber you have the ability to edit your disclosures to match up with your compliance department’s requirements. The service is completely customizable to your needs and desires.

You are required by law to maintain a copy of your outgoing correspondence for a minimum of 3 years. While your firm should be storing all incoming and outgoing mail through their servers, we will also save your flyers for up to 3 years.

You do. Bondflyer.com provides you with the technology to create a customized income offering flyer that can be mailed or emailed to your clients and prospects. You, the advisor, decide what items to show. Watch a demo.