ATS
What does ATS Stand for?
Account Transition Services
What is Sam's favourite word when facing an obstacle?
Doubts
"The past can hurt. But the way I see it, you can either run from it or learn from it"
Lion King
TANGR
2x a week (tuesday and thursday)
Who's retirement did we celebrate recently?
Mary's
What is usually one of the things that makes Malahat happy?
the sunshine
What Song did Daniel have in head last week?
Pink Pony Club
SEFOLLSSOWBOUP
FOLLOWUPBOSSES
Reject
Which Firm currently has the most Active Transitions?
Optimize Wealth Partners (28)
Sarah and Bri's special talents
Card tricks
K.Dot cancelled Drake with this song
WSEULTLLIANNGTO
WellingtonAltus
What is Transitions SLA for responding to clients emails?
Same Day
How many Accounts and AUA has Transitions transferred FYTD? (to the thousands/Millions/Billions)
24k / $5.4B
What did Malaika win in April?
Candlelight Concerts tickets
What Thriller series does Millie Bobby Brown acts in?
Stranger Things
SMDUTNUUALF
mutualfunds
what is the internal transfer process called between two NBIN PM firms?
Revoke and Appoint
When I forecasted 2025, I was wrong for Q1. What record did we break? provide the value in the thousands/ Millions/Billions
AUA transitioned - $2.44B
Min has a mean drop shot, and is known as an ace in this sport?
Tennis
How many Horcruxes did Lord Voldemort create?
7
MATAUTOONI
AUTOMATION
What is the reason we need to ALWAYS book in RBF funds into a client account?
RBF process transfers as a Purchase vs a transfer In