Requesting a transfer
- To create a transfer the client and account must be set up on the platform prior.
- Once in the client’s account, click on the three dots under “Action” and select “Transfer”.
- Once in the Transfer form, enter the ceding scheme information.
- If you do not see the provider, please contact us at [email protected].
- Once information inputted, click review and check the details, then click “Transfer” to submit request.
- Once you’ve submitted you can see all your live transfers in the “Transfers Tab”.
- The Transfer Workbench allows you to filter your client transfers:
- Those requiring action
- Wrapper Type
Need more help?
If you’ve still questions as to requesting a transfer or cannot see the provider , or have had issues requesting, please get in touch with our platform team and they will be able to assist.