Transfers are on the investment's Investors tab in Investment Transfers & Investor Rates. Another person must review and approve each transfer.
Prepare a transfer
- Open the investment and click the Investors tab.
- Click Prepare Transfer next to the position.
- Choose the Transfer Purpose: Ownership Transfer, Gift, Estate Succession, Account Restructuring, or Investment Reallocation.
- Choose the Destination Account, or for a reallocation the Destination Investment & Class.
- Enter the Funded Capital to Transfer or Units to Transfer, and the Start Date.
- Enter the Reason / Supporting Reference and attach a supporting approval document if needed. Upload it to the deal's file library first.
- Check the confirmations and save.
Approve a transfer
Prepared transfers appear in Transfer History. A second person clicks Review & Approve, or Cancel to stop it.
Good to know
- Transfers use the value on the books. They do not move money between banks.
- Unit transfers keep the same fund, share class, and limits on selling units.
- To reassign funds, cash must have cleared and no payments can be owed.
Schedule an investor rate
Click Schedule Rate next to a position to set an Annual Preferred Rate with a Start Date and Reason / Agreement Reference. A rate stays in effect until the next scheduled rate. Approved payout periods cannot change.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
Try It With Sample Data
Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
Try The Live Demo