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Disclosures

Strategic Conference Partnership Program

In an effort to provide our clients with full disclosure, we ask that you review the attached BROCHURE describing SSN’s Strategic Conference Partnership Program. Through this program Securities Service Network receives revenue sharing payments from certain product providers. Such payments may create a conflict of interest.

The following product providers are participating in the 2009 Program:

  • American Funds
  • Behringer Harvard
  • CNL
  • Cole Real Estate Investments
  • Creative Marketing LLC
  • GamePlan Financial Marketing
  • Grubb & Ellis
  • Hines Real Estate
  • ICON Securities Corp
  • ING Annuities
  • Inland Real Estate Corp
  • Jackson National Life Insurance Company
  • Lord Abbett
  • The National Benefit Corp
  • National Financial Services, LLC
  • Nationwide Financial
  • Pershing, LLC
  • Prudential Annuities
  • SEI
  • Wells Real Estate Funds

Please click here to review special payment arrangements we have made with some of these partners.

Our Transition Team

Automated Transition Program & Dedicated Transition Team.

We’ll ensure that you can move your book of business to SSN in a timely, seamless manner with as little business
disruption as possible.