Series 27: Transfer Initiation Form (TIF)

Taken from our Series 27 - Financial and Operations Principal Qualification Examination

Definition of the term Transfer Initiation Form (TIF)...

a form filled out by a customer who wishes to transfer an account from one brokerage firm to another. It is sent by the customer to the firm to which she wishes to transfer.

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Solomon Exam Prep Study Materials for the Series 27
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