License Termination

How to Terminate License

  1. The individual advisor sends an email to aifinancial.advisor@gmail.com, addressed to the Advisor Success department, to submit a written resignation and transfer request.
  2. The Ai Financial Advisor Success department accepts the resignation and transfer request and replies to the email.
  3. The individual advisor contacts the new company (the receiving party of the affiliation) to generate the transfer document for the affiliation and sends the transfer document to aifinancial.advisor@gmail.com.
  4. Ai Financial signs the transfer document.
  5. At this point, Ai Financial has completed its responsibilities, and the individual advisor is no longer affiliated with Ai Financial.
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