Transition Support 1st Worldwide Financial Partners, LLC. has dedicated resources to assist its investment professionals in a successful transition. Transitioning to a new firm can be disruptive to clients and the investment professional. Minimizing the impact of this move reassures clients and allows the investment professional to focus on trading ideas rather than transferring assets. 1st Worldwide's objective is to limit this disruption and make the transition as seamless as possible. The progress of each client account through the transition process is reported to the advisor on a daily basis. All investment forms, as well as marketing materials and brochures are provided free of charge. We have developed many sample client letters which describe the benefits of the investment services provided by 1st Worldwide Financial Partners, LLC., Pershing and Bank of New York, and which are included in the forms required for client signature. Transition support includes: Training on all automated systems, forms and procedures Selecting and buying the most suitable computer and office equipment Renting temporary or permanent office space Acquiring health insurance and other benefits