Changes for page Section 14 transfer

Last modified by Megan Kahl on 2022/08/03 09:03

<
From version < 100.1 >
edited by Dominique Tricerri
on 2021/12/01 13:48
To version < 96.1 >
edited by Dominique Tricerri
on 2021/12/01 13:43
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -77,7 +77,7 @@
77 77  (% style="text-align:center" %)
78 78  [[image:1633327074202-714.png]]
79 79  
80 -(% style="break-before: page" %)
80 +(% style="break-before: page %)
81 81  A report will generate reflecting the member’s current Fund Credit.
82 82  
83 83  
... ... @@ -213,7 +213,7 @@
213 213  
214 214  The payment can be approved on the Payment Management screen as a bulk payment. The process has been completed and the necessary payment records have been created.
215 215  
216 -(% style="break-before: page" %)
216 +
217 217  == (% style="color:#2980b9" %)**Bulk Section 14 where the member is invested in a Unitised Fund**(%%) ==
218 218  
219 219  1. Generate a few Member Statements and ensure that all transactions have been completed and priced. Also ensure there are no Outstanding Contributions.
... ... @@ -247,7 +247,7 @@
247 247  
248 248  Only once the disinvestment process has been finalised in full can the user continue with the process.
249 249  
250 -(% style="break-before: page" %)
250 +
251 251  Select and generate the(% style="color:#2980b9" %) “**Client Member Investment Product**”(%%) batch, once the disinvestment has been actioned and priced.
252 252  
253 253  (% style="color:#2980b9" %)**Effective Date:**(%%) Today’s date.
... ... @@ -261,6 +261,7 @@
261 261  
262 262  A report will generate reflecting the member’s current Fund Credit.
263 263  
264 +​​​​​​​
264 264  
265 265  (% style="text-align:center" %)
266 266  [[image:1633330357571-100.png]]
... ... @@ -276,7 +276,7 @@
276 276  (% style="text-align:center" %)
277 277  [[image:1633327441733-379.png]]
278 278  
279 -(% style="break-before: page" %)
280 +
280 280  Critical fields that must be considered are:
281 281  
282 282  
... ... @@ -311,10 +311,10 @@
311 311  
312 312  Once the file has been updated, save the file for import into the system.
313 313  
314 -(% style="break-before: page %)
315 315  Select and generate the (% style="color:#2980b9" %)“**Import Unclaimed Benefits**”(%%) batch.
316 316  
317 317  
318 + ​​​​​​​
318 318  
319 319  (% style="text-align:center" %)
320 320  [[image:1633327705654-665.png]]
... ... @@ -338,6 +338,7 @@
338 338  
339 339  
340 340  
342 +​​​​​​​
341 341  
342 342  (% style="text-align:center" %)
343 343  [[image:1633327962522-699.png]]
... ... @@ -364,6 +364,7 @@
364 364  Click on the(% style="color:#2980b9" %)** __cflo__ **(%%)button on the member record. A line would have been created for payment.
365 365  
366 366  
369 +​​​​​​​
367 367  
368 368  (% style="text-align:center" %)
369 369  [[image:1633328484167-380.png]]

Need help?

If you need help with XWiki you can contact: