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Contents
Overview ................................................................. 3
SEI Gateway Manager Program ("Gateway Program") .................................. 3
How Investment Advisors Work with SEI Private Trust Company .................... 3
How to request new Gateway Managers .................................................. 3
Managed Account Solutions: SEI Gateway Program .............. 4
Account Application Process and Structure .............................................. 4
Investment Strategy Allocation Changes .................................................. 5
Registered Advisor Change Process ........................................................ 5
In-Kind Distributions and In-Kind Closings ................................................ 5
Risk Rating in SEI Technology ............................................................... 5
Proxy Voting Process ......................................................................... 6
Transaction Guidelines ................................................ 6
Overlay Rebalancing .......................................................................... 6
