To track the progress of ongoing transfers you can contact the Service Centre or check their status via the Transfers Workbench. This can be found in the platform under the Transfers heading. Please see here for more information on which type of transfers you can expect to see on the workbench.

Below you will find some tips on the columns within this table and what they mean:

Action? - Where you have requested an in-specie transfer, the transfers workbench provides the functionality to add the original book costs. When assets have arrived, the Action column will update to ‘Required’ to indicate you should click on that row and then add the book cost information.

Date Initiated – This is the date that the transfer was submitted to our platform

Client – Confirms the client and the client ID the transfer is for

Business/Adviser - confirms the adviser this client belongs to

Account ID – the specific account this transfer is destined for

Previous Provider – Confirms the previous provider’s name and their reference number (as input on the application)

Status

• With previous provider indicates the transfer is being processed by the ceding scheme and no assets have arrived as of yet. The RAG status will be green until 10 days have passed., then it will turn to Amber, and then red when 30 days have passed.
• Onboarding assets indicates some of the funds have been received but not all. 
• Completed confirms all expected assets have arrived and been applied. The RAG status will change to green.
• Rejected indicates the ceding scheme has cancelled the transfer. This is usually due to details not matching. We will proactively contact the Adviser in the event that a transfer is rejected to advise next steps. The RAG status will turn to red.

Wrapper – Tells you the wrapper type being transferred

Value – The expected value of the transfer as submitted by you

N.B. you can also access transfer details at a client level by clicking on the ‘transfer status’ heading within the client record.