Changes for page Section 14 transfer
Last modified by Megan Kahl on 2022/08/03 09:03
<
>
edited by Dominique Tricerri
on 2021/12/01 13:46
on 2021/12/01 13:46
edited by Dominique Tricerri
on 2021/12/01 13:43
on 2021/12/01 13:43
Change comment:
There is no comment for this version
Summary
-
Page properties (1 modified, 0 added, 0 removed)
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 ... ... @@ -314,6 +314,7 @@ 314 314 Select and generate the (% style="color:#2980b9" %)“**Import Unclaimed Benefits**”(%%) batch. 315 315 316 316 318 + 317 317 318 318 (% style="text-align:center" %) 319 319 [[image:1633327705654-665.png]] ... ... @@ -337,6 +337,7 @@ 337 337 338 338 339 339 342 + 340 340 341 341 (% style="text-align:center" %) 342 342 [[image:1633327962522-699.png]]