Effective May 1, 2024 there will be 0.05% (5 BPS) charge on SEI advisory business. This charge is due to changes to our agreement with SEI and is necessary so that ESI can continue to process, perform due diligence, conduct surveillance, and enhance business efficiencies on SEI business.
If you have any questions about working with SEI, please contact Business Development at 800-344-7437.
TC141156(0424)