Service review process

"TAMRIS" - Setting standards

Independent, Impartial, Objective

Review Service Process & Options

Opinion – Structural Assessment – Mandate development – Wealth Management Integration - Manager Vetting & Transition – Monitoring.

The following are examples of the type of options individuals with different needs could select from the above full service review process.

Those looking to retain their advisors and just want a review

The following is a service process for those looking to retain their advisors and just want a review of their current service and, nothing more.

Opinion – Structural Assessment

For those looking to retain their advisors and wish to direct their advisors to improving their service

The following is the service process for those looking to retain their advisors, who want a full review of their service and who would benefit from greater direction being given to their wealth managers.

Opinion – Structural Assessment – Mandate development – Monitoring. Text Box:

Those who do not want to retain a monitoring service option would stop at mandate development.

Those looking to change their advisors

The following is the full service process for those looking to change their advisors.

Opinion – Structural Assessment – Mandate development – Manager Vetting & Transition – Monitoring.

Those who do not want to retain a monitoring service option would stop at mandate development.

Those looking to review their services and provide greater direction to all their wealth and asset management advisors

Opinion – Structural Assessment – Mandate development – Wealth Management Integration – Monitoring.

Again those who do not want the monitoring service would stop at wealth management integration.