18 Jun Where can I see Recurring Withdrawals?
Posted at 10:33h
in
Recurring Withdrawals are listed under Bulk Processes -> Recurring Withdrawals
“Future” withdrawals can be seen in the list, by changing the “To date” to the future date.
As soon as the “Commencement date” on the Withdrawal becomes due ( <= current date), then it will be included in the batch of Dealer Instructions that can be created:
Bulk Processes -> Dealer Instructions -> “Create Dealer Instructions” button.
Bulk Processes -> Dealer Instructions -> “Create Dealer Instructions” button.