Changes for page Member Client Transfer

Last modified by Megan Kahl on 2021/12/01 06:15
<
From version < 155.1 >
edited by Megan Kahl
on 2021/11/19 14:23
To version < 149.1 >
edited by Megan Kahl
on 2021/10/14 08:05
>
Change comment: Uploaded new attachment "1634198750681-955.png", version {1}

Summary

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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="break-before: page; text-align: center;" %)
17 +(% style="text-align: center;" %)
18 18  (% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENT**
19 19  
20 20  
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25 25  
26 26  
27 27  
28 -(% style="break-before: page; text-align: center;" %)
28 +(% style="text-align: center;" %)
29 29  == (% style="color:#2980b9" %)**Introduction and important points to remember**(%%) ==
30 30  
31 31  
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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.
51 51  
52 52  
53 -(% style="break-before: page; text-align: center;" %)
53 +(% style="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="break-before: page; text-align: center;" %)
96 +(% style="text-align: center;" %)
97 97  == (% style="color:#2980b9" %)**New Member**(%%) ==
98 98  
99 99  
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129 129  [[image:1634194299186-130.png]]
130 130  
131 131  
132 -(% style="break-before: page; text-align: center;" %)
132 +(% style="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="break-before: page; text-align: center;" %)
183 +(% style="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 -(% 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.
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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.
400 400  
401 401  
402 -(% style="break-before: page; text-align: center;" %)
400 +(% style="text-align: center;" %)
403 403  == (% style="color:#2980b9" %)**Pricing the Transaction**(%%) ==
404 404  
405 405  
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428 428  
429 429  
430 430  
431 -(% style="break-before: page; text-align: center;" %)
429 +(% style="text-align: center;" %)
432 432  == (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
433 433  
434 434  
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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.
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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 -(% style="break-before: page; text-align: center;" %)
449 +(% style="text-align: center;" %)
453 453  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
454 454  
455 455  
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