Documents and forms
Access print-ready forms and information about our products, investments and performance.
Tools & Resources
Forms, documents and all the info you need to grow your business with TAL
The tools you need to do what you do best
Be it marketing materials to share with clients or technical resources developed by our specialists, easy-to-use tools and resources let you focus on providing great advice and keeping your business running smoothly and efficiently. Here's the full kit.
Making it easier to support your existing clients
Across all parts of your business, meaningful client insights can make a huge difference to how you support them. Our business and reporting insights make it easy for you to see, at a glance, which of your clients may need some proactive support.
Watch the video to learn more: