Related Posts
What is LOI in amex?
More Posts
Does bosch give internet allowance during wfh?
Hii fishes
Please help me to unlock chat
Additional Posts in Financial Advisors
Most random way you've gainned a client?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
Hand it to your compliance officer as is. Let him make himself useful
Just stamp the check ROBERT W BAIRD and deposit accordingly.
You need to write void across it, photo copy it and write a letter to the client informing them why the check isn’t acceptable and how it needs to be made payable, a copy of the letter needs to be kept in the client file, and outgoing correspondence file and a copy needs to go to your OSJ. Do not under any circumstances fill in the correct pay to order.