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How to Transfer Ownership of Funds/Investment (Project to Project)
How to Transfer Ownership of Funds/Investment (Project to Project)

Transferring Funds from one Position to another Position in a Different Project.

Heran avatar
Written by Heran
Updated over a month ago

This article will step you through transferring an investment from one Project to another Project.

This article is broken down into 2 Parts:

IMPORTANT: If the transfer is to a new Account, make sure that the new Account has already been created in the Portal. If you need to create the new Account, use the steps in the Article below:


Step-by-Step Instructions:

PART 1. In the Original Project: Redeem the Original Position

A Redemption will transfer all or some of the Funds and Units to the Treasury Account.

NOTE: If the total Capital Balance is Redeemed: The investor will retain access to the historical transactions in their Original Position, but they will no longer be considered an "active" investor in the Original Project as of the Transfer (Redemption) Date.


PART 2. In the New Project: Add the New Position and Record the Investment:

When you add their Position and record their Investment in the New Project, they will be considered an "active" investor and can view their investment in the New Project going forward.

TIP:


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