Changes for page Member Client Transfer
Last modified by Megan Kahl on 2021/12/01 06:15
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... ... @@ -382,7 +382,8 @@ 382 382 383 383 384 384 385 -[[image:Member Client Transfer Workflow Process_html_4b9901442bb1e1e2.png||height="202" width="627"]] 385 +(% style="text-align:center" %) 386 +[[image:1634198750681-955.png]] 386 386 387 387 388 388 A communication document is generated reflecting the transactions. All details of the switch are recorded confirming the switch out of _bank account and into the new client products. ... ... @@ -391,7 +391,8 @@ 391 391 392 392 393 393 394 -[[image:Member Client Transfer Workflow Process_html_8562fb98d091c25e.png||height="77" width="621"]] 395 +(% style="text-align:center" %) 396 +[[image:1634198775853-105.png]] 395 395 396 396 397 397 Once the instruction has been forwarded to the asset manager, and the transaction prices received have been loaded, the Member Transfer workflow can be accessed and the workflow finalised. ... ... @@ -435,7 +435,8 @@ 435 435 To close the Member Client Transfer workflow process, click on the (% style="color:#2980b9" %)“**Done**”(%%) button. The workflow can only be closed once the switch has been actioned and priced. 436 436 437 437 438 -[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]] 440 +(% style="text-align:center" %) 441 +[[image:1634198810744-830.png]] 439 439 440 440 441 441 The member record on the (% style="color:#2980b9" %)**Source Client** (%%)has been updated. ... ... @@ -442,8 +442,8 @@ 442 442 443 443 444 444 445 - [[image:MemberClient Transfer Workflow Process_html_b8bed609e7aac0a4.png||height="98"width="627"]]446 - 448 +(% style="text-align:center" %) 449 +[[image:1634198828119-626.png]] 447 447 448 448 449 449 (% style="text-align: center;" %)