Managed Acronyms
This tool - which is also known as the proposal maker.
What is IP or Investment Proposal Tool
Includes customized Bond portfolios.
What is a FIAP - Fixed income advisory program
In this Scenario, after executing a raise cash, the advisor seeks to disburse funds from a beneficiary IRA, However, the appropriate department for assistance is not the one they initially contacted, but rather this specialized area.
What is Retirements?
Currently invested in a Legacy SAS account - Client has decided to place their investment into a Customized Bond Portfolio this is the process we will follow...
What is New Proposal - New Account
Beginning in the investment proposal what other tool will be used when creating an MFAP Model
What is Model Management?
A value at which an account is ranked on scale of 1-5
What is ARR - Account Risk Ranking
An SMA based program that spans Equity and Fixed Income managers
What is JPMAP - JPMorgan Advisory Program.
When an advisor has a client account with an sp71, however remaining in the account are proprietary funds that must be manually liquidated which team will we contact for an assist
Who is Trading 1
Currently we have a Trust account where the primary trustee is DCD - this account is tax reporting under the DCD SSN a New account is needed, The strategy is a Legacy JPMCAP - We would proceed with the following process
What is retitle a soft closed strategy?
Advisor wants to exchange 5% of Exxon for 5% of Chevron - following this process will result in the wanted change.
What is a fund swap?
Value assigned using a scale of 1-5 to assess product risk
What is PRR - Product Risk Ranking
Managed product that simplifies the delivery of multiple investment vehicles such as SMAs, Mutual funds and ETFs.
What is Chase Strategic Portfolio
When an Advisor seeks information about the recent stock split of XYZ equity and wishes to understand the post-slit positon details, this team will assist
What is CS-Trading 2
We are in the process of retitling a soft closed strategy - the advisor calls you because he states for the program he can't select a new strategy - the reason is because
What is - If a different strategy is desired, a new account will need to be created.
This will always equal to 100% within a managed account
What is the target allocation
Unfunded account no longer wants to proceed with funding
What is a TIK - Request a termination in Kind
A Tiered Program that is a professionally managed investment strategy that is broadly diversified across multiple asset classes.
What is JPMCAP or JPMorgan Core Advisory Portfolio
This is the specialized team that will assist when an advisor needs help with a Payment Draw on a Collateralized Loan account
What is the SBL team
Client currently has an Advisory account and wants to try an advisor curated MFAP model - the following process would result in what the client wants
What is make the changes in the investment proposal.
Upon this selection during new account opening the MFAP account will be scheduled on a Quarterly, Semi-annually or Annually basis - what is this mentioned process is known as.
What is the MFAP rebalance and schedule frequency?
Customized report which can be customized to included pages of interest or sub reports a given time period.
What is an ODR
This is a customizable asset allocation of mutual funds customized by the Advisor of Record.
What is Mutual fund advisory portfolio or MFAP
In the event of a client's passing and the need for liquidation without any documentation, this specialized team can assist
What is Estates
Currently Invested in an advisory program and client along with advisor have decided that a Customized bond portfolio will be more suitability for this client - we can address the change what way.
What is Make a change in the investment proposal
An advisor wants to change the allocations of his mfap model and will do this by making the following change
What is an Asset Allocation Change?