Get Wfgi-wfgs Branch Manager Supervision Agreement Form Revd

The WFGI-WFGS Branch Manager Supervision Agreement Form Revd is an essential document that outlines the responsibilities of the Branch Manager. This guide provides clear, step-by-step instructions for completing the form online, ensuring you can fill it out accurately and efficiently.

Follow the steps to complete the form online.

1. Click the ‘Get Form’ button to access the form and open it in the online editor.
2. Begin by printing your name clearly in the designated space for the accepting Branch Manager. This is where you will identify yourself as the person taking on this supervisory role.
3. Next, enter the name and code of the associate you will supervise. Ensure this is filled out correctly to avoid any misunderstandings regarding supervision.
4. Review the responsibilities stated in the agreement. Understand that your role includes supervising all securities-related and insurance-related activities of the appointed associate.
5. Confirm your compliance with the requirements listed, such as ensuring timely distribution of materials and proper handling of client complaints.
6. If applicable, certify that you have communicated with the releasing Branch Manager regarding this new supervision agreement.
7. Sign the form in the designated area for the accepting Branch Manager. This signature acknowledges your agreement to the outlined responsibilities.
8. Have the associate sign the form as well, indicating their acknowledgment of the supervision agreement.
9. If relevant, fill out the sections for the releasing Branch Manager and any assistant branch managers, including their names and signatures.
10. If the branch office location differs from the main branch, provide the specific office address in the indicated space.
11. Finally, review the entire form for accuracy. Once all fields are completed and verified, follow the options to save changes, download, print, or share the completed document.

Complete your documents online confidently today.