FOR INTERNAL USE AND NELSON SECURITIES EMPLOYEES ONLY.
WAM, eSAM & NCA
Managed Account Kits
WAM Kit - 9/2023
eSAM Kit - 9/2023
NCA Kit- 8/2023
Model Change Forms
WAM/eSAM Model Change FormWAM/eSAM Model Change Form- 9/2023
- must include a fee amendment if going from GRD to any other model at 1.5% otherwise it will default to 1%.
NCA model change - 1/2020
Fee Amendment
Fee Amendment Form - 9/2023