Q: What Services do you provide?
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A: Support to your business is provided through the completion of tasks associated with client on-boarding, account oversight, client transactions, form management, and portfolio queries.
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Q: How is support provided?
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A: Access to IA Private Wealth systems are already in place. The transition team will connect your Advisor codes and tasks with be assigned by you, through your CRM system. To ensure accuracy all work requests need to be provided in writing.
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Q: What are the costs?
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A: $50/per hour plus GST, with services being invoiced every two weeks. Due to the work effort involved in getting your business on-boarded and to guarantee service availability, a minimum of 10 hours is charged per invoice.
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Q: What about client privacy?
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A: Client privacy is very important and as a result a signed non-disclosure agreement is put in place for every Advisor who works with Mi Administrative Services.
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Q: What are your business hours?
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A: The business is run Monday to Friday. Work received by 4:00p.m. is done the same day with tasks assigned after that, being completed the following day. Accommodations can be made in the event of an exceptional circumstance.
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Q: Do you speak to clients?
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A: Mi Administrative Services provides mid office support and to you, as the primary client. As a result we do not speak to Advisor's clients.
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Q: Do you hold a license?
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A: As Mi Administrative Services does not complete trades a license is not required.
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