Premiums in (Transfer Complexity)

When you transfer assets into a plan they might not necessarily land in one lump. Often they can be a mix of Re-registered assets and cash transfers across a number of dates.

Could something be done to be able to record this?

Would also be better if transfers between two plans on plannr was handled with a little bit more sophistication.

All this data also needs to mirror up with possible future provider - premium + transaction feeds

Area of the systemPlans

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Feature Request

Date

About 1 year ago

Author

James Gillespie

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