Requesting an ownership transfer

Ownership transfers can be requested through 'Create and Match' which is located within 'Clients' within the main navigation bar.

A SENRO user can have restrictions around their client viewing rights. If an existing client or prospect is found through 'Create and Match', but your access right do not permit you to have access to their file, you have the option to request an 'Ownership Transfer'.

Once you have selected the padlock icon, the 'Client Ownership Request' screen will open.

Note

Once an Ownership transfer has been requested, a member of management can approve or decline the request through 'Ownership Transfers' within 'Management'.