Worldsource Financial Management offers a dynamic product shelf, with the on-going review and approval of products that make sense. As your partner, we rely on you and your clients to help determine which products need to be added to or removed from our product offering.
Product Review Committee & Approval Process
The Worldsource Financial Management product review & approval process has been crafted to be responsive to advisor and investor requirements.
The Product Review Committee was established to implement a proactive approach to the review of new products for the Worldsource Financial Management 'product shelf'. The Committee is responsible for determining product eligibility (not suitability), using the following criteria:
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