Good day, Anna
14 things need your attention
Nothing is booked without human approval.
Review new transfers 8
Check the fields against the form and approve
- 1 issue20747 dSöderberg & PartnersUF-1047 · LF Sverige Aktiv
- 1 issue20747 dLänsförsäkringar FondförvaltningUF-1046 · Lannebo Mixfond, Cliens Sverige Fokus
- Looks good20746 dSAVRUF-1043 · Cliens Småbolag
- 1 issue20746 dNordnet BankUF-1042 · Länsförsäkringar Global Indexnära, Lannebo Sverige, Lannebo Sverige
- 1 issue20746 dAvanza BankUF-1041 · Länsförsäkringar Global Indexnära
- Looks good20746 dAvanza BankUF-1060 · LF Sverige Aktiv
- 1 issue20746 dAvanza BankUF-1045 · Lannebo Sverige
- Looks good20746 dMFEX Mutual Funds ExchangeUF-1044 · Lannebo Mixfond, Lannebo Teknik
Execute approved transfers 2
Books the transfer and sends the receipt to both parties
Answer queries 4
Reply is pre-written and linked to the right transfer
- 20746 dHow is the transfer going?Status query · ops@savr.com
- 20747 dTransfer reminderStatus query · fondflytt@nordnet.se
- 20747 dQuestion about completed transferPast transfer query · fondadmin@lansforsakringar.se
- 20749 dCopy of notaPast transfer query · fond@soderbergpartners.se
Waiting for counterparty 2
Moves back to review when they reply