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Is there a guide or demonstration available?
Yes. A short video guide demonstrating the Internal Transfer process is available here: [Insert video...
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Where can I find the Internal Transfer option?
After selecting the relevant client and source account, the “Internal Transfer” option can be found...
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Will confirmation documents be produced?
Yes. Relevant confirmation documents will be generated and made available once the transfer has completed.
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How long does an Internal Transfer take?
Transfers are processed at the next available dealing point, which is typically within the hour.
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Can I open a new account as part of the transfer process?
Yes. You can choose to transfer into: An existing eligible account, or A newly opened...
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Can I invest the transferred cash immediately?
Yes. During the transfer journey, you can either: Transfer cash only (leaving it uninvested in...
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Can I transfer the full value of an account?
No. A minimum 2% cash facility must remain within the transferring product to cover any...
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Is there a minimum cash requirement?
Yes. The transferring account must retain the required minimum 2% cash facility after the transfer...
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Can I transfer between different currencies?
No. Internal Transfers can only be completed between accounts with the same currency. If you...
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Which account types support Internal Transfers?
Internal Transfers are currently available for GIA products only.
