Our platform provides a versatile account transfer process and assists clients in transferring the account without selling the underlying investment or money changing hands.
Account owners can remain invested in the market throughout the transfer without undergoing selling and repurchasing actions.
This will also help prevent potential buy and sell costs, fees associated with the involvement of listing assets and agent service charges.
The transferring of investments are not limited to securities, managed funds, of property but also structured products, OTC bonds, and debentures.
