How do I update the book cost for a re-registration transfer?

This can be updated once the transfer has been submitted within the client’s portfolio under the review menu and transaction history;

  • Select ‘investments’
  • Under ‘transaction type’ select ‘transfer in’ and press search (this then brings up all transfers linked to the case)
  • Click on the reference that you want to update the book cost for
  • Enter the total book cost, the date of acquisition and save
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.