Partner Periodic funds transfer form

The Partner Periodic funds transfer form is used to create reoccurring payments and should either be signed by the end-clients of the asset managers or in accordance with the signatory rules of the asset manager. 

The completed form should be submitted by creating a case to Payment Services. 

Our Payments Services team will verify if the form has been signed correctly and for that reason, we encourage you to keep yours and your end-clients signatory rules up-to-date. Please view Updating company signatory rules should you need to make any amendments.