Offshore bond surrenders or withdrawals

You’ll need to ensure all sales are placed

All required sell trades must be fully placed before we can proceed.

You’ll need a verified bank account

To process any withdrawals, we’ll need a verified bank account on file, or monies can be paid to the clients Wrap cash.

You'll need your client’s bond number

An IW prefix number that can be found on the Wrap platform so your client’s request can be processed accurately.

You’ll need a completed Irish Trust Registration

If the bond is held in trust, the trust must be registered on CRBOT to allow us to carry out full or partial surrenders or withdrawals.