Switches and Allocations Captured on Member Website (Beneficiary Investment Allocation)

If the member has captured switches or changes in allocation (or both), on the Member Website, an email will automatically be sent to the Administrator Team Address.

 

Switch captured by member

A switch for member (number) / (scheme) has been authorised on the web.

 

 

Allocation captured by member

An allocation for member (number) / (scheme) has been authorised on the web.

 

 

Switch and allocation captured by member

A switch and allocation for member (number) / (scheme) has been authorised on the web.