Symmetry Partners

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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The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.