Email templates

These pre-approved email templates may be distributed to your clients to help build your wealth business during the campaign. One is for promotion of the Visa Gift Card incentive offer, and the other has more general messaging for use after the Visa Gift Card offer cap has been reached.​


Tip​: To ensure interested clients are referred through you, we recommend any links you include in your emails be directed to your own website with the campaign details.​

Content change approvals

If you make changes to the pre-approved materials or create something new, it must be approved – by both Qtrade Investor Marketing and Compliance departments – prior to use, publication or distribution.

Pre-approved email templates

General message (no incentive)​

This email should be used once the promo has ended or the cap has been reached.​

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