Yes, you may transfer funds from your Managed Portfolio or Brokerage account into a Cash+ Guaranteed portfolio — as long as it is a newly created Cash+ Guaranteed portfolio.
To do so:
- Create a new Cash+ Guaranteed portfolio with your preferred base currency and tenure period.
- Once the portfolio is created, initiate an internal transfer from the portfolio you wish to transfer funds from.
Please note:
- Cash+ Guaranteed portfolios have an auto-lock feature. This means funding in tranches is not allowed. Kindly ensure you transfer the full lump sum amount you wish to invest in the portfolio.
- Once your funds are processed, the portfolio will be automatically locked and queued for investment to start soon.
- If you wish to add more funds in the future, you will need to create a new Cash+ Guaranteed portfolio for the additional funds.
