Before the Pre-Launch Call Checklist

Knowledgebase

Did you read the Knowledgebase twice?

Have you familiarized yourself with the terms and conditions of the agreement?

Is your pre-launch call scheduled with your account manager?

Have you received a copy of the sales presentation?

Have you logged into clients.financevine.ca and familiarized yourself with the self-serve portal?

Do you have your (if any) questions prepared for your pre-launch call?

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Your legal name

Your email address

Please Confirm full name and signature.

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I agree that I am and I agree this is a legal representation of my signature for all purposes just the same as a pen-and-paper signature

I agree that I am and I understand this is a legal representation of my signature

Signed by Ryan Kellock
Signed On: 2 April 2025

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2 April 2025 2:51 pm EDT

Before the Pre-Launch Call Checklist Uploaded by Ryan Kellock - ryan@financevine.ca IP 66.23.13.106