Changes for page Member Client Transfer
Last modified by Megan Kahl on 2021/12/01 06:15
Change comment:
Uploaded new attachment "1634198828119-626.png", version {1}
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Page properties (1 modified, 0 added, 0 removed)
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... ... @@ -382,8 +382,7 @@ 382 382 383 383 384 384 385 -(% style="text-align:center" %) 386 -[[image:1634198750681-955.png]] 385 +[[image:Member Client Transfer Workflow Process_html_4b9901442bb1e1e2.png||height="202" width="627"]] 387 387 388 388 389 389 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. ... ... @@ -392,8 +392,7 @@ 392 392 393 393 394 394 395 -(% style="text-align:center" %) 396 -[[image:1634198775853-105.png]] 394 +[[image:Member Client Transfer Workflow Process_html_8562fb98d091c25e.png||height="77" width="621"]] 397 397 398 398 399 399 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. ... ... @@ -437,8 +437,7 @@ 437 437 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. 438 438 439 439 440 -(% style="text-align:center" %) 441 -[[image:1634198810744-830.png]] 438 +[[image:Member Client Transfer Workflow Process_html_34af6644ac503f76.png||height="190" width="627"]] 442 442 443 443 444 444 The member record on the (% style="color:#2980b9" %)**Source Client** (%%)has been updated. ... ... @@ -445,8 +445,8 @@ 445 445 446 446 447 447 448 - (%style="text-align:center"%)449 - [[image:1634198828119-626.png]]445 +[[image:Member Client Transfer Workflow Process_html_b8bed609e7aac0a4.png||height="98" width="627"]] 446 + 450 450 451 451 452 452 (% style="text-align: center;" %)