4U Platform

4U Engage publishes Investment Company Sales Contacts, specific to Advisor location, to help Advisors more easily locate those contacts.

Download the Contact Loader Template <a href="https://4uplatform-my.sharepoint.com/:x:/p/samantha/EVnnHJMGTn9JlKXWdkAdeJABNkXXMY3Z-50dN1jFlLIcnA?e=Dh42Sn" target="_blank" rel="nofollow noopener noreferrer">here</a> or Contact the <a href="mailto:support@4uplatform.com" target="_blank" rel="nofollow noopener noreferrer">4U Support Team</a> for the Template and follow the instructions located in the first tab for completion and submission.

Please contact us at <a href="mailto:Support@4uplatform.com" target="_blank" rel="nofollow noopener noreferrer">Support@4uplatform.com</a> for additional assistance.

Use the 4U Contact Loader Templates to add and maintain Investment Company Sales Contacts

Uploading Investment Company Sales Contacts

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