How to set up an SWP for a client
To set up an SWP in Rabbit Invest, open the client, tap the fund and tap SWP. Enter the withdrawal amount; units fill in by themselves. Pick how often it pays, the start date and the number of withdrawals. The end date is worked out for you.
Steps
Open the client, tap the fund, then tap SWP
Start from the fund the money comes out of.
Enter the withdrawal amount
Units fill in by themselves.
Pick how often it pays
For example, monthly.
Pick the start date and number of withdrawals
The end date is worked out for you.
If something does not work
What is an SWP?
A Systematic Withdrawal Plan pays out a fixed amount from a fund on a schedule, giving the client a steady income.
