Processing your paperwork
Here at Transition Assistance we are up to date with all of the current Reg S-P rulings. We handle only the data
allowed by law and it is never stored in an outside accessible format. All of your data is stored on removable
storage and held in our fireproof safe while not in use. Only our staff has access to your data and it is never removed
from our secure premises. It is printed on site and delivered directly to you via bonded courier.
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Contract
Customers often ask what makes us different. Transition Assistance contracts directly with you, the rep. We work
for you and we are looking out for your best interests. We strive to acheive complete customer satisfaction. Most
transition teams work for the broker dealer and follow orders from management. Here at Transition Assistance we take
direction from you. If you are not completely happy with your service, we want to hear about it. Let us know if something
is wrong and we will do what we can to make it right.

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