TIMEFRAME AND COMMUNICATION

FIRST DAY/WEEK

Data Gathering/Proposal appointment 

Welcome packet and Introduction to our team

Personal information sheet

Required documents to be provided by you

Documents to be reviewed/signed by you  

FIRST TWO WEEKS

Contact to provide the status of asset transfer  

Technology orientation call

Allocation/Implementation appointment

Any additional documents to be reviewed/signed by you

FIRST SIX WEEKS 

Review of available intellectual resources 

Raymond James Welcome guide

Raymond James Investor Verification letter

FIRST THREE TO SIX MONTHS

Initial review/update appointment

Quarterly communication from the FA/team

FIRST YEAR

Periodic review/update appointment

Ongoing administrative support and outreach