The following materials are available for purchase via our printing vendor, Mimeo:
· Prudent Practices for Stewards handbook
· Prudent Practices for Advisors handbook
· Prudent Practices for Investment Managers handbook
· SAFE Stewards
· SAFE Advisors
If you would like to purchase a hard copy of any of the documents listed above, here are the steps:
1. Reach out to our client support team at Fi360Support@broadridge.com or (844) 394-9960 and include the following information:
· Which handbook/SAFE you would like to purchase
· Quantity for each item.
· Your complete shipping address.
2. We will generate and send you a detailed quote based on the information provided.
3. If you accept the quote, we will contact you for payment.
4. Once payment is received, the order will be placed, and an expected delivery date will be shared with you.