a Edward Skelly 13 éve
257
Valmark Transition
The document outlines various tasks and considerations for transitioning to Valmark, emphasizing the need to coordinate communications and approvals. Key activities include updating the website, procuring compliance approvals, and revising client communications.
Megnyitás
Valmark Transition Communications Centers of Influence CE Event? / Cocktail Hour? Emails next week with Increased Capabilities Email at time of transition TOPS Communications Transition Paperwork- ???? Capital Gains accomodations Articles on TOPS Performance Summary Differences between 3D and TOPS Email Revise Website and submit to Valmark for approval Valmark to review current Website for revisions Need to Rollover to Valmark with LiveOffice Ttitles and Footers Approved Website Need to rollover to Valmark check with AdvisorProducts Letterhead Order by 6/10 Compliance Approval Draft from Printer Letter to Clients with NAF's Sign Off from McKechnie and PowerPoint Positioning Letter to Clients Valmark gave us 4 INVEST Debt Payoff before Trip Waiting on Bank of America Insurance Set up and Import with Template ONFS Listing CRUMP Listing Policy Module in SmartOffice Valmark Resources Resource Guide General Transition Complete Clear Expectations Letter Sumbit INVEST U-5 to Valamrk post transfer Enroll in E & O Coverage - Payment? Dispose of all INVEST Items when transition INVEST Resignation Letter to Valmark - When? Securiities and RIA Approvals for Ed Ed - IAR Registration Staff Fingerprints and Paperwork Paperless Office Attach Valmark Paperless Document CNGWeb Operations Albridge Print Out Albridge Map Codes Map and Initiate History Merge Access through Valmark Pershing Software with Valmark on Ed's PC Transfer of 3D Accounts Transfers of VA's Review the process
