Client Transitions Forms Flashcards by Jay'd Hagberg | Brainscape

Q

Client Transfer / Turn-In

A

402130

How well did you know this?

1

Not at all

2

3

4

5

Perfectly

Q

Client Assignment Request

A

402135

How well did you know this?

1

Not at all

2

3

4

5

Perfectly

Q

Broker of Record Change

A

402452

How well did you know this?

1

Not at all

2

3

4

5

Perfectly

Q

Internal Client Transfer (Non-Sale Transfer)

A

402291

How well did you know this?

1

Not at all

2

3

4

5

Perfectly

Q

AFG Succession Plan

A

402292

How well did you know this?

1

Not at all

2

3

4

5

Perfectly

Q

RVP Exception Request (AAG only)

A

248080

How well did you know this?

1

Not at all

2

3

4

5

Perfectly