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PORTFOLIO VIEW & MESSAGING TOUR
Review the numbered points shown on the right of the screen to learn more about this service.
PORTFOLIO SUMMARY CASH ACCOUNTS INVESTMENTS MESSAGE CENTRE PAYMENT TEMPLATE

 

 

1. You can choose your level of enrolment in Message Centre. All enrollees will be able to use the service to acknowledge a previous instruction to their Private Banker. A special section in the User Agreement lets enrollees choose to use the service to send a message as an original instruction.

2. Specify the amount and select the currency in which you would like the payment to be made.

3. You can include a payment reference, such as a specific invoice to which the beneficiary will apply the payment.

 
 
Fund NAVs
The Review [3.87MB]
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