Select source fund
Review the details carefully before moving to the next step.
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Set Up an STP
Use this guide to understand the process. Final scheme selection, authorisation and confirmation take place inside Investwell.
Choose destination fund
Review the details carefully before moving to the next step.
Set amount and frequency
Review the details carefully before moving to the next step.
Review schedule
Review the details carefully before moving to the next step.
Authorise on Investwell
Review the details carefully before moving to the next step.