Changes for page Member Client Transfer

Last modified by Megan Kahl on 2021/12/01 06:15
<
From version < 152.1 >
edited by Megan Kahl
on 2021/10/14 08:07
To version < 154.1 >
edited by Megan Kahl
on 2021/10/14 08:14
>
Change comment: There is no comment for this version

Summary

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Content
... ... @@ -14,7 +14,7 @@
14 14  [[image:Member Client Transfer Workflow Process_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
15 15  
16 16  {{info}}
17 -(% style="text-align: center;" %)
17 +(% style="break-before: page; text-align: center;" %)
18 18  (% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENT**
19 19  
20 20  
... ... @@ -25,7 +25,7 @@
25 25  
26 26  
27 27  
28 -(% style="text-align: center;" %)
28 +(% style="break-before: page; text-align: center;" %)
29 29  == (% style="color:#2980b9" %)**Introduction and important points to remember**(%%) ==
30 30  
31 31  
... ... @@ -50,7 +50,7 @@
50 50  The member notes field is used to record predetermined notes on both the (% style="color:#2980b9" %)**Source Member**(%%) and (% style="color:#2980b9" %)**Destination Member**(%%) respectively.
51 51  
52 52  
53 -(% style="text-align: center;" %)
53 +(% style="break-before: page; text-align: center;" %)
54 54  == (% style="color:#2980b9" %)**Steps to complete the transfer**(%%) ==
55 55  
56 56  
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93 93  
94 94  
95 95  
96 -(% style="text-align: center;" %)
96 +(% style="break-before: page; text-align: center;" %)
97 97  == (% style="color:#2980b9" %)**New Member**(%%) ==
98 98  
99 99  
... ... @@ -129,7 +129,7 @@
129 129  [[image:1634194299186-130.png]]
130 130  
131 131  
132 -(% style="text-align: center;" %)
132 +(% style="break-before: page; text-align: center;" %)
133 133  == (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
134 134  
135 135  
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180 180  
181 181  
182 182  
183 -(% style="text-align: center;" %)
183 +(% style="break-before: page; text-align: center;" %)
184 184  == (% style="color:#2980b9" %)**Member Investment Switch Process**(%%) ==
185 185  
186 186  
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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.
... ... @@ -391,13 +391,14 @@
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.
398 398  
399 399  
400 -(% style="text-align: center;" %)
402 +(% style="break-before: page; text-align: center;" %)
401 401  == (% style="color:#2980b9" %)**Pricing the Transaction**(%%) ==
402 402  
403 403  
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426 426  
427 427  
428 428  
429 -(% style="text-align: center;" %)
431 +(% style="break-before: page; text-align: center;" %)
430 430  == (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
431 431  
432 432  
... ... @@ -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.
... ... @@ -442,11 +442,11 @@
442 442  
443 443  
444 444  
445 -[[image:Member Client 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 -(% style="text-align: center;" %)
452 +(% style="break-before: page; text-align: center;" %)
450 450  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
451 451  
452 452  

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