Transitioning to SecuritorPreparing for change
Partnering with Securitor is an important decision, and the move might seem like a huge task. But we’ve done this many times before – we know how to chunk the process down into manageable portions, what needs to be done now and what can be done later. And we’ll be helping you throughout the process.
We'll help you prepare your practice through our tailored programs:
- Securitor induction
- AdviserNETgain training
- Compliance induction
- Platform training
To equip you for the transition, you’ll receive comprehensive support:
- Step-by-step transition guide
- Dedicated point of contact
- Project management plan
- Access to tools and processes
- Documented on-boarding Schedule
