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Advisory, NO (TPA), YES, YES, NO (Do clients need to be separated?), NO…
Advisory
Mutliple Advisors?
NO
TPA
YES
Are commissions paid individually?
YES
MGA
NO
Do clients need to be separated?
NO
TPA
YES
MGA
Advisory
Mutliple Advisors?
NO
TPA
YES
Do they share client information?
YES
Are commissions split separately?
NO
TPA
NO
YES