Operations Conference and Exhibit
Reengineering Account Transfers - Events - sifma
Reengineering Account Transfers - Events - sifma
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Customer Complaints -<br />
Insurance Company<br />
Issue: No easy way to move contracts between<br />
firms <strong>and</strong> same liquidation issue<br />
Resolution:<br />
For liquidations always recommend customer request<br />
liquidation prior to transferring the position (speed to Market)<br />
IPS Service available through ACATS to easily move<br />
contracts<br />
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