Holdings: Withdrawals Tab

When withdrawals are taken they need to be recorded on the holding, so that the information can be recorded on any valuation reports used from within CCD.

One off withdrawals (such as partial surrenders) can be recorded via the ‘Withdrawals’ tab:

If the client is taking regular withdrawals (such as 5% of the original investment) this is set up within the ‘Set up’ tab:

Any regular withdrawals will show within the Withdrawals tab once they have been recorded: