Transition

1. Home Office Support

   Packet Creation

• Account Forms printed
• Announcement letter created and printed
• Folders labeled with advisor name and address
• Packets stuffed and mailed
• No cost to the advisor

   Dedicated Transition Support

• Home office personnel will come to assist transition

2. Local Support

• Dedicated Local Support

3. First 90 Days

• Errors and Omissions Insurance Covered Affiliation Fee Covered All Office Related Expenses Covered All First Year Licensing Costs

4. ACAT Fees

• National Financial Services will Reimburse 100% of ACAT Fees for all Accounts Fidelity Institutional will Reimburse 100% of ACAT Fees for Accounts

5. Tangible Items

• Laptop/Desktop
• Personal Office
  • Desk, chair, phone and file cabinet
• General Office
  • Lobby and conference room furniture and artwork
  • Communication system
  • Fax
  • Internet setup (routers and servers)
  • Exchange server for mobile Microsoft Outlook
  • Printer and copier
  • Postage meter