TEAM FIT MEETING DISCOVERY PROCESS - Determine risk and loss tolerance
- Gather data, documents and statements for analysis
- Analyze current investments
- Discover where and how we can add value as your life unfolds
14 DAYS ONBOARDING MEETING - Welcome kit
- Presentation of wealth management process
- Discuss current and future investment approach
- Disclosure of account fees, structure and access
- Signatures and sign-ons
21 DAYS DEPLOYMENT OF SOLUTIONS - Transfer of existing assets
- Alignment of investment solutions, service levels, type and frequency of communication
- Responsibilities assigned
|