Procedure Refresher 07/17/2025

For an old address, which option should be selected in DW?

• Intended

• Previous

• Safe Mailing

For a recent address, what options should be selected in DW?

• Intended, Mailing

• Safe Mailing

• Physical, Mailing

After updating the address in the client's DW, what important step should we not forget?

• Add a note in DW

• Inform the assistant in charge

• Offer COA service

How much does a COA cost for a derivative if he or she is under 17 years old?

• $100

• $50

• $150

What should we do if a client is not ready to pay for a COA service?

• Set a task for the f/u team

• Set a task for the assistant in charge

• Set a task for admin.