Method and system for preparing transfer documents

Details Method and system for preparing transfer documents Method and system for preparing transfer documents

G - Physics

06

Q

G06Q 40/02 (2012.01)

Patent

CA 2558574

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.

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