In addition to the senior consultants, each client receives service from at least one dedicated account analyst. This analyst works diligently with the client or their representative to implement all decisions efficiently and effectively. Dependent upon the size and type of account to be transitioned, Canterbury does the following:

• With a relatively small account change, we supply the new manager with a certified list of securities from the terminated manager. After the new manager indicates which securities they would hold, we write a sample letter, directed to the custodian, to (1) transfer the desired securities into the new manager's account, (2) sell the remaining positions and (3) distribute the outstanding assets accordingly.
• When large amounts of securities are to be sold and/or bought, we find it best to use the transition services of a custodian bank wherever possible. Again, Canterbury assists all parties with the process.