Transferor Confirmation

Modified on Wed, 9 Jul at 3:43 PM

When a transfer request is rejected, SS&C, on a reasonable endeavour’s basis, will contact you via email or phone to advise of the rejection.

 

Please note Stock transfers carry a 3-5 Working Day SLA depending on the Fund Group.

 

The communication can include;

  • Rejection Reason
  • Transferor Account number
  • Fund Identifier
  • Units/Cash amount
  • Any personal references

 

 

Further stock transfer guidance is available on our website - https://distributorportal.co.uk/documents-guides/stock-transfer-form

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