The Account Opening Process
Here is a simple summary of the STANDUP Process for new clients – so they know what to expect when they open their accounts and what to expect as part of an ongoing working relationship:
Getting Started
- Get to know each other to decide if we should work together
- Ensure we understand your situation
- Account Opening document completed
- Risk profile is completed and the proposed model portfolio is explained
- Paperwork for account transfers and set-up completed electronically
- Clients get a complimentary copy of “STANDUP to the Financial Services Industry”
