Requesting Transfers | P1 Platform Guide

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 is inputted, click review and check the details, then click “Transfer” to submit a 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
  • Client
  • Status
  • Wrapper Type