Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

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1		-(% style="text-align: center;" %)
2		-= (% style="color:#2980b9; font-size:28px" %)**Member Client Transfer Workflow Process**(%%) =
	1	+(% class="wikigeneratedid" id="HMemberClientTransferWorkflowProcess" style="text-align: center;" %)
	2	+(% style="color:#2980b9; font-size:28px" %)**MEMBER CLIENT TRANSFER WORKFLOW PROCESS**
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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**
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20	20
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28		-(% style="text-align: center;" %)
29		-== (% style="color:#2980b9" %)**Introduction and important points to remember**(%%) ==
	28	+(% style="break-before: page; text-align: center;" %)
	29	+= (% style="color:#2980b9" %)**Introduction and important points to remember**(%%) =
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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.
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53		-(% style="text-align: center;" %)
54		-== (% style="color:#2980b9" %)**Steps to complete the transfer**(%%) ==
	53	+(% style="break-before: page; text-align: center;" %)
	54	+= (% style="color:#2980b9" %)**Steps to complete the transfer**(%%) =
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96		-(% style="text-align: center;" %)
97		-== (% style="color:#2980b9" %)**New Member**(%%) ==
	96	+(% style="break-before: page; text-align: center;" %)
	97	+= (% style="color:#2980b9" %)**New Member**(%%) =
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100	100	Click on the (% style="color:#2980b9" %)“**Variables**”(%%) button.
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129	129	[[image:1634194299186-130.png]]
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132		-(% style="text-align: center;" %)
133		-== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
	132	+(% style="break-before: page; text-align: center;" %)
	133	+= (% style="color:#2980b9" %)**Completing the Workflow**(%%) =
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183		-(% style="text-align: center;" %)
184		-== (% style="color:#2980b9" %)**Member Investment Switch Process**(%%) ==
	183	+(% style="break-before: page; text-align: center;" %)
	184	+= (% style="color:#2980b9" %)**Member Investment Switch Process**(%%) =
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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.
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401	401
402		-(% style="text-align: center;" %)
403		-== (% style="color:#2980b9" %)**Pricing the Transaction**(%%) ==
	402	+(% style="break-before: page; text-align: center;" %)
	403	+= (% style="color:#2980b9" %)**Pricing the Transaction**(%%) =
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428	428
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431		-(% style="text-align: center;" %)
432		-== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
	431	+(% style="break-before: page; text-align: center;" %)
	432	+= (% style="color:#2980b9" %)**Completing the Workflow**(%%) =
433	433
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449	449	[[image:1634198828119-626.png]]
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451	451
452		-(% style="text-align: center;" %)
453		-== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
	452	+(% style="break-before: page; text-align: center;" %)
	453	+= (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
454	454
455	455
456	456	(% style="color:#2980b9" %)**DISCLAIMER**