Onshore bond surrenders or withdrawals
Before getting started, here's some things to know
You'll need your client's bond and WP numbers
In addition to the WP number, you'll also need your client's bond number, an AA prefix number that can be found on the Wrap platform.
Payments will only be made to a Wrap cash account or a verified bank account
To process any payments, we'll need a verified bank account on file, or monies can be paid to Wrap cash.
You'll need to know how Part Surrenders are to be handled
On a minimum gains basis or with specific fund and segment instructions.
All data will be processed in line with our privacy policy