How do I transfer an investment to multiple recipients or make a partial transfer?

If you’d like to transfer a partial position (e.g., 50%) to one or more recipients, you’ll need to complete a separate Transfer Request Form for each recipient. During the process, the form will prompt you to specify a custom percentage of your investment to transfer. Simply input the desired percentage for each request, then follow the prompts to e-sign and submit.

For more details on the general transfer process, refer to this article.

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