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This page explains how to transfer funds between accounts.

Info

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK


1. Raise an admin fee with no VAT to the account where the funds are currently situated

  • Allocate the incorrectly receipted funds to the admin fee invoice


2. Raise a goodwill credit to the account where the funds should belong to 

  • The funds are now removed from the incorrect account and now are on the correct account via the agent



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