Automatic Disinvestment

This will allow the platform to proportionately sell the selected holdings, along with any holdings in model portfolios, in order to cover on-going fees or withdrawals.

 

Requirements:

• Access to client platform with right roles and permission.

Instructions

1. Under the 'Main Menu', select 'Clients'.
   
2. Search for the client that you want to manage the automatic disinvestment.
3. Once the client is selected, click on 'Accounts' and select the specific account of the client.
4. On the left pane, under 'Overview', select 'Place Trades'. Then hit on 'Automatic Disinvestments' button.
5. On the 'Automatic Disinvestments ' page, you may configure the set up how the platform will disinvest holdings. Please note that the auto-disinvestment settings can only be applied once the asset has been received. You may choose from 'Only sell manually' or 'Automatically disinvest'. Selecting 'Automatically disinvest' will proportionately sell the selected holdings, along with any holdings in model portfolios, in order to cover on-going fees or withdrawals. Hit 'Save Changes' button once done.

 

Reference: Titan Support | RE: Priority Three Direct Equity & No Fees