What you do:

• Prepare and present SOAs and other relevant paperwork for each client

How we help:

• Assist in setting up your SOA templates by providing tools, calculators and template text
• Provide client onboarding and implementation consulting and training
• Pre-populate forms and applications for your clients where possible. These include but not limited to:
  • Application forms
  • In Specie Transfer forms
  • Rollovers
  • FSC forms