Name change requests are evaluated on a case-by-case basis. Please start by working with Business Operations to initiate the request by emailing jmpbusinessops@jmp.com. If needed, the request will be escalated to Legal for review.
To help assess the appropriate path forward, be prepared to answer the following:
- Are the Old Company and the New Company affiliates or related entities? If so, what is the relationship?
- What is the reason for the name change? (e.g., merger, divestiture, corporate restructuring, etc.)
- Which entity’s employees—the Old Company, New Company, or both—will be using the software?
These factors help determine whether the New Company can replace the Old Company on the current UTOF, or whether a new UTOF will be required.
