| To view this email as a web page, click here. | |  | | | | | We're here for you and your clients. With new tools, events and updates to our business processes, we're making it easier for you to do business with us. | | | Segregated fund policies moving to new system in spring 2022
There are no changes to products or contracts because of this, but you may see some administrative changes. Policies other than tax-fee savings accounts will receive a new policy number. Clients will pay investment management fees, operating expense fees and advisory fees monthly instead of quarterly. There’s no change to the way these fees are accrued. Receive all statements semi-annually, including high-net-worth clients. You’ll receive more details closer to the move. |
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