Offshore bond surrenders or withdrawals
Before getting started, here's some things to know
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.
All data will be processed in line with our privacy policy