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14	14	[[image:Member Client Transfer Workflow Process_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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16	16	{{info}}
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18	18	(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENT**
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29	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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54	54	== (% style="color:#2980b9" %)**Steps to complete the transfer**(%%) ==
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97	97	== (% style="color:#2980b9" %)**New Member**(%%) ==
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129	129	[[image:1634194299186-130.png]]
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133	133	== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
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184	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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403	403	== (% style="color:#2980b9" %)**Pricing the Transaction**(%%) ==
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432	432	== (% style="color:#2980b9" %)**Completing the Workflow**(%%) ==
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449	449	[[image:1634198828119-626.png]]
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453	453	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
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