Our goal is to ensure that a transition to the Legion Portfolio Services platform will be as seamless as possible. From paperwork to client support, we will implement this transition with the assistance of our advisor-centered support team. While the transition from one platform to another will cause some immediate inconvenience, be assured that we will make every effort to support you and your clients through each step. After all, the success of this transition will be based on the success of our delivery.
| Communication |
Dedicated Legion Portfolio Services and Nationwide team members will be in ongoing communication with you about the Nationwide program termination and transition options. |
| Program Structure |
Bellatore Financial and its Legion Portfolio Services division are committed to continuing the investment process used by the Nationwide program. |
| Timing |
Altius Select Investment Portfolios is now ready to transition accounts from the Nationwide program. The Nationwide Program is set to terminate by December 31, 2008, and all client transitions will need to occur by this date. |
| Transitioning Accounts |
New account paperwork will be required to transfer accounts to the Altius Select Investment Portfolios program. To help alleviate the burden of filling out the forms, you will have access to form population tools to leverage the data available on your current accounts. |
If you would like to be contacted with more information, please use the form located
here.