Crossword Puzzle - Managed Edition

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Across
  1. 2. Available for MFAP but not other Managed Accounts
  2. 5. The one trading on the account's best interest
  3. 6. Process of replacing a security in an asset allocation
  4. 8. Soft closed product
  5. 9. Realigns asset weightings
  6. 11. Consists of series of checkpoints before account can be released for trading
  7. 12. Where advisors create and maintain models
  8. 13. Can be entered as security or sectors
  9. 15. Consists of client's financial profile and investment experience and objectives
  10. 16. A party role for Joint Account
  11. 17. Customizable asset allocation and flexible model
  12. 18. Offers access to Taxable and municipal bond portfolios
Down
  1. 1. Change in Account ownership an / or strategy for CSP
  2. 3. A Party Role for UTMA
  3. 4. Designed to be short term account and no BUYS are permitted.
  4. 7. Must be met when funding managed accounts
  5. 10. Good for 60 days
  6. 14. Used to copy all existing holdings and % to a new model
  7. 16. Min program10K, 250K and 750K