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SEI Regional
Director
1.866.SEI.3388
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SEI Sales
& Marketing
Support
1.866.SEI.3388
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IFDS
Call Centre
1.866.SEI.1114
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Dealer
Head Office
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Business Transition
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Advisor Account Lookup -
General Inquiries
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Account Inquiries -
Client Account Holdings
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Statements - Ability to receive client copies
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Investment Philosophy
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Advisor Account Lookup -
ID Set-up & Maintenance
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Account Inquiries -
Transactions
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Trailer Fee / O&P Class Payment - Amount
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Manager Information
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Client Service Concerns
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AMS/Portfolios -
General Inquiries
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Trailer Fee / O&P Class Payment - Calculation
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Marketing & Sales Ideas
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Intermediary Inquiries -
B2B, MRS, CWT
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Distribution Dates
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Meeting Set-up with
SEI Regional Director |
Investment Philosophy
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Distributions Paid
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Practice Management Tools
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Manager Information
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Estates - General Inquiries
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Products - General Inquiries
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Marketing & Sales Ideas
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Foreign Residents -
General Inquiries
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Seminar Planning
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Marketing Materials
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Intermediary Inquiries -
B2B, MRS, CWT
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Marketing Reimbursement
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NAVs
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Meeting Set-up with
SEI Regional Director
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Opening New Client Accounts
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New Advisor Set-up
Requirements
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Policies and Procedures
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Products - General Inquiries
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Products - Investor Eligibility
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Seminar Planning
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Products - Min. Purchase, PAC & SWP Amounts
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Statements - General Inquiries
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Statements - Content
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Statements - Issues or problems
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Statements - Duplicate Copies
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Trailer Fee / O&P Class Payment - General Inquiries
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Statements - General Inquiries
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Tax Forms - Content
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Tax Forms - Duplicate Copies
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Trade Confirmations - Content
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Trade Confirmations - Duplicate Copies
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Trade Rejection
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Transactions - Required Documentation
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Wire Orders - Transactions Settling Outside FundSERV
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