Investment Disclaimer
Sherwood Forest Asset Management is a company promoting the sale of life insurance products in the province of Ontario. Sherwood Forest Asset Management and/or C. Mark Potter shall be the sole persons responsible for any claims, liability or other legal remedies that may arise from carrying out their business practice.
Investors should educate themselves regarding securities, taxation or exchange control legislation, which may affect them personally. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
References in this Internet Website to third party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided you will be leaving the Sherwood Forest Asset Management site. Sherwood Forest Asset Management is not responsible for the information contained on these websites.
This web site is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult Sherwood Forest Asset Management regarding your particular circumstances. This web site is intended for Canadian residents only and the information contained herein is subject to change without notice. The owner and publisher of this Internet Website are not liable for any inaccuracies in the information provided.
Insurance Disclaimer
Insurance products provided as a life agent via multiple insurance carriers.
Relationship With Company (i.e.) Sherwood Forest Asset Management represents
No insurance company holds an ownership interest in Sherwood Forest Asset Management, nor do we hold an interest in any insurance company.
Compensation
If you choose to purchase a product through C.Mark Potter or Sherwood Forest Asset Management , our firm will be paid a sales commission by the company that provides the product you purchase.
Our firm may receive a renewal (or service) commission if you keep that policy in force. Our firm may also be eligible for additional compensation, such as bonuses, or non-monetary benefits, such as travel incentives, depending on various factors such as the volume or persistency of business that our firm places with a particular company during a given time period.
Conflict of interest
We take the potential of a conflict of interest seriously. We will notify you if there is a conflict of interest of which we become aware in regards to our recommendations to you or overall.
Recommendation will take into consideration, and will be based on our analysis of your financial security needs. Personal Information & Money Laundering Act.
Should you choose to proceed with the insurance, the law requires us to verify all owners and third party identification(s), and all information obtained for the purpose of obtaining insurance will be held private and confidential and will never be used for any other reason.