How do I add an initial contribution for an In-specie Asset?

As some assets can be transferred directly into a SIPP, via the In-Specie method, CCD can accommodate these transfers. Once again, they must come into the  SIPP through the Trustee Bank Account tab within Contributions. To complete this, use the + Add Contribution button on the Contribution screen and complete the following screen.


Once this has been completed you will then be ask if this is Protected or Non? and If this is New Business or Info only?

Once these have been completed the system will once again go into the Trustee Bank Account product screens as see below. On the Contributions screen in the SIPP the In-Specie transfer will be displayed.