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Perspective & Insight. Insightful Perspective.

May 18, 2018

Should You Sign the Merrill Lynch

Client Transition Program (CTP)?

Advisorbox Article Written to Merrill Lynch Financial Advisors and Private Wealth Advisors

To Merrill Lynch Advisors,

We are not attorneys and this article is not meant or should be taken as legal advice. Our comments about the CTP may or may not be legally accurate. Our characterization of the CTP may not be accurate or beyond dispute. Advisorbox asks advisors to carefully read the CTP for themselves and to hire a lawyer to review and explain the ramifications of the agreement.

Merrill Lynch advisors across the country are being asked (and some tell us even pressured) to sign the CTP. Merrill Lynch’s CTP (Client Transition Program) is Merrill’s revised sunset plan for retiring advisors.

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