Changes for page Member Client Transfer
Last modified by Megan Kahl on 2021/12/01 06:15
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Summary
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Page properties (1 modified, 0 added, 0 removed)
Details
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... ... @@ -1,5 +1,5 @@ 1 -(% style="text-align: center;" %) 2 - =(% style="color:#2980b9; font-size:28px" %)**MemberClientTransferWorkflowProcess**(%%) =1 +(% class="wikigeneratedid" id="HMemberClientTransferWorkflowProcess" style="text-align: center;" %) 2 +(% style="color:#2980b9; font-size:28px" %)**MEMBER CLIENT TRANSFER WORKFLOW PROCESS** 3 3 4 4 5 5 ... ... @@ -26,7 +26,7 @@ 26 26 27 27 28 28 (% style="break-before: page; text-align: center;" %) 29 -= =(% style="color:#2980b9" %)**Introduction and important points to remember**(%%) ==29 += (% style="color:#2980b9" %)**Introduction and important points to remember**(%%) = 30 30 31 31 32 32 ... ... @@ -51,7 +51,7 @@ 51 51 52 52 53 53 (% style="break-before: page; text-align: center;" %) 54 -= =(% style="color:#2980b9" %)**Steps to complete the transfer**(%%) ==54 += (% style="color:#2980b9" %)**Steps to complete the transfer**(%%) = 55 55 56 56 57 57 ... ... @@ -94,7 +94,7 @@ 94 94 95 95 96 96 (% style="break-before: page; text-align: center;" %) 97 -= =(% style="color:#2980b9" %)**New Member**(%%) ==97 += (% style="color:#2980b9" %)**New Member**(%%) = 98 98 99 99 100 100 Click on the (% style="color:#2980b9" %)“**Variables**”(%%) button. ... ... @@ -130,7 +130,7 @@ 130 130 131 131 132 132 (% style="break-before: page; text-align: center;" %) 133 -= =(% style="color:#2980b9" %)**Completing the Workflow**(%%) ==133 += (% style="color:#2980b9" %)**Completing the Workflow**(%%) = 134 134 135 135 136 136 ... ... @@ -181,7 +181,7 @@ 181 181 182 182 183 183 (% style="break-before: page; text-align: center;" %) 184 -= =(% style="color:#2980b9" %)**Member Investment Switch Process**(%%) ==184 += (% style="color:#2980b9" %)**Member Investment Switch Process**(%%) = 185 185 186 186 187 187 ... ... @@ -400,7 +400,7 @@ 400 400 401 401 402 402 (% style="break-before: page; text-align: center;" %) 403 -= =(% style="color:#2980b9" %)**Pricing the Transaction**(%%) ==403 += (% style="color:#2980b9" %)**Pricing the Transaction**(%%) = 404 404 405 405 406 406 ... ... @@ -429,7 +429,7 @@ 429 429 430 430 431 431 (% style="break-before: page; text-align: center;" %) 432 -= =(% style="color:#2980b9" %)**Completing the Workflow**(%%) ==432 += (% style="color:#2980b9" %)**Completing the Workflow**(%%) = 433 433 434 434 435 435 ... ... @@ -450,7 +450,7 @@ 450 450 451 451 452 452 (% style="break-before: page; text-align: center;" %) 453 -= =(% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==453 += (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) = 454 454 455 455 456 456 (% style="color:#2980b9" %)**DISCLAIMER**