The new Internal Transfers functionality allows advisers to move cash between a client’s GIA products directly within the Novia Global Platform, removing the need for manual workarounds and creating a smoother experience.
Similar Posts
-
How do I submit new AML documents?
Before we are able to apply any money to a new client’s account, we are...
-
How do I raise an AML related query?
If you have a query related to our AML process that has not been answered...
-
How do I submit additional AML documents?
If you wish to submit further AML documentation, you are able to do so by...
