New Rep Profile (pdf version) 
Transferring your license to VSR begins with filling out the Rep Profile Pre-Licensing Authorization by clicking on the link above.  You should print out the filled out the form and then fax the printed form to VSR's home office at 913-982-8467.  Licensing at VSR will confirm the receipt and processing of your Rep Profile.

Once we have received your New Rep Profile, we will contact you with information regarding:

VSR Representative Agreement
Form U-4
Fingerprint Cards
Rep Transfer Worksheet
Insurance Appointments
Business Cards and Letterhead

Transferring Your Business to VSR
The transition to VSR is coordinated through your personal Relationship Manager and VSR’s transition team.

Your Relationship Manager will be assigned and will do the following:

• Get to know you and your business plan. Gather data on your different lines of business including general securities, mutual funds, insurance, and advisory products. In most cases, this is done during a meeting at the home office.
   
• Construct a plan of action for implementing the transfer process. This will include an estimated time for completing the transition.
   
• Coordinate and oversee the transfer process from beginning to end. The team will take care of verifying that all of your accounts have transferred with each of your product vendors. They take most of the administrative tasks associated with the transfer off of your desk so you can spend more time with your clients.
   
• Train you and your staff on proper paperwork procedures, compliance issues, and how to best utilize the marketing support of the home office.
   
• Supply you with the necessary forms to complete the transfer process.
   
• Serve as your “go to” person for any questions or concerns that you have during the broker/dealer change.
   
• Depending on your situation and needs, the Relationship Manager may make an onsite visit to your office to help implement the transition plan.

If you have any questions, please CONTACT US!