Method and system for preparing a transfer document
First Claim
1. A method of preparing a transfer document for a client to transfer financial services using a first account to use a second account, the method comprising the steps of:
- (i) preparing a transfer document to effect transfer of the financial services, each transfer document identifying at least the service to be transferred, the client, the second account, the desired date for the transfer and providing authorization from the client; and
(ii) including on said transfer document of a replica of an account document, with choice of said account document determined according to the financial service being transferred and the second account.
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Accused Products
Abstract
A system and method of preparing a transfer document for a client to transfer financial services using a first account to use a second account, the method comprising the steps of: (i) preparing a transfer document to effect transfer of the financial services, each transfer document identifying at least the service to be transferred, the client, the second account, the desired date for the transfer and providing authorization from the client; and (ii) including on said transfer document of a replica of an account document, with choice of said account document determined according to the financial service being transferred and the second account.
21 Citations
15 Claims
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1. A method of preparing a transfer document for a client to transfer financial services using a first account to use a second account, the method comprising the steps of:
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(i) preparing a transfer document to effect transfer of the financial services, each transfer document identifying at least the service to be transferred, the client, the second account, the desired date for the transfer and providing authorization from the client; and
(ii) including on said transfer document of a replica of an account document, with choice of said account document determined according to the financial service being transferred and the second account. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12)
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13. A system for preparing transfer documents to assist a client to transfer financial services using a first account to a second account, comprising:
a transfer engine operable to create a transfer document containing transfer information required by each respective financial service to effect the desired transfers, the transfer document being populated by the transfer engine with the necessary transfer information including client identity information, client authorization and a replica of an account document associated with the financial service being transferred and the second account. - View Dependent Claims (14, 15)
Specification