Manager Resources
Home Office Visit
Complete BEFORE home office visit. This includes, Advisors, COIs, Investment Managers, etc
Project Charter
Complete prior to beginning a project and review with team prior to starting project.
Business Case
For contracts or projects that cost over $5,000, a business case needs to be completed, presented, and approved.
Signature Needed Request
Complete this form if you need a signature on a standard document – not a contract.
Contract Approval/Signature Needed
If a contract (new or renewal) needs to be reviewed and approved for CEO signature, submit the form and the contract team will begin review.
**NOTE: 30 days are needed to review contracts
** CEO will have 7 days to sign contract once approved
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