You can establish a Regular Drawdown Plan for periodic sale of managed funds and Model Portfolios from your client’s account. Any sale proceeds are paid to your client’s Cash Account and can then be withdrawn to their Nominated Bank Account

Regular Drawdown Plans will be instructed on the 25th calendar day of the month (or where the 25th is not a Business Day, on the next Business Day)

The nomination of a Regular Drawdown Plan must be received by the 10th calendar day of the month to start on or around the 25th day of that month

You can establish and view your client’s Regular Drawdown Plan via the ‘Regular Transactions’ option under the Accounts menu of your login

Only 1 Regular Drawdown Plan is available per client, and any amendments received after the 10th day of the month will not apply until the following month. If you have any questions, please contact for assistance

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