SERVICES

Basic Service

  • Client notification letter
  • Completed ACAT (signature ready)
  • Pre-printed inserts (Such as return envelope, business card, prospectus, brochure, etc.)
  • The above materials inserted into one envelope for each household
  • Also available: Master List (Account transfer-tracking tool) & Address/Telephone Book (Facilitates client contact.)

Additional Forms can also be included, such as:

New Account Applications, Reitrement Adoption Agreements, Trustee Certifications, Corporate Resolutions, Option Paperwork, or other required or desired forms and disclosures.

Other Forms and Services:

Overnight Airbills to and/or from the client

Annuity or outside Mutual Fund Dealer Change Letters

Mailing or File Labels

Business Cards, Memo Pads

Announcements or Invitations 

Mailing Services - special projects, etc.

Electronic Documents Fill-able PDFs on flash drive:

E-Doc Full Service
♦If firm approved and arranged, utilize an electronic signature service to fully reap the benefits of electronic
forms technology, or …
♦If firm approved, email to clients to print, complete, scan and return electronically, or …
♦Email to clients to print, complete and return via USPS, FedEx/UPS, etc.

Electronic documents (no paper), all accounts and master of disclosure documents via PDF on flash drive.
Savings could include fees for printing, sign here flags and shipping.

E-Doc Add-on Service
♦PDFs for Advisor reference, in case of lost forms, and/or to email to clients preferring e-docs.

Hard copy mailing (paper), plus all accounts and master of disclosure documents via PDF on flash drive.

 

We customize our services to meet your needs.


 

Contact Us