Transfer In and Transfer out for Deceased Investor for Vestwa Pintu System

Vestwa Pintu System User Guide

Transfer-In and Transfer-Out for Deceased Investor

1. Select relevant account in "Investment Performance Report"
2. Click botton [Create New Transaction]
3. Change "Transaction Type" from [Purchase] to [Switch]
4. Key in the relevant outgoing figures
5. Switch To: Select if Switch/Transfer into existing account
5a. Select "New" if Switch/Transfer into New Account
6. Key in relevant incoming figures
7 Click botton [Save]