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Submit a deal online in three easy steps – Chinese

  • Type: pdf
  • Ref: 20330
  • Published: 22/11/2021
You can submit a dealing instruction in three easy steps through Wealth Interactive. It’s seamless, convenient and efficient – you can submit your instructions at any time of day or night, wherever your are in the world.

Request a withdrawal online in three easy steps – Chinese

  • Type: pdf
  • Ref: 20329
  • Published: 22/11/2021
Your clients can request a one off withdrawals in three easy steps through Wealth Interactive, meaning that their request gets process more quickly, that you can be sure we’ve received all the information we need, and that there won’t be any postal delays.

Submit a deal online in three easy steps

  • Type: pdf
  • Ref: 20000
  • Published: 22/11/2021
You can submit a dealing instruction in three easy steps through Wealth Interactive. It’s seamless, convenient and efficient – you can submit your instructions at any time of day or night, wherever your are in the world.

Request a withdrawal online in three easy steps

  • Type: pdf
  • Ref: 19515
  • Published: 22/11/2021
You can request a one off withdrawal in three easy steps through Wealth Interactive, meaning that your request gets process more quickly, that you can be sure we’ve received all the information we need, and that there won’t be any postal delays.

WI User Guide: What can be done on Wealth Interactive

  • Type: pdf
  • Ref: 19179
  • Published: 22/11/2021
Wealth Interactive is our award-winning online wealth management service. This document explains why it is the most efficient way for you to transact business with Quilter International.

Data Capture Form for HK, SG & ROW

  • Type: pdf
  • Ref: 13900
  • Published: 22/11/2021

Amendment to Wealth Interactive policyholder online service terms

  • Type: pdf
  • Ref: 11729
  • Published: 22/11/2021

HK Wealth Interactive broker guide

  • Type: pdf
  • Ref: 10477
  • Published: 22/11/2021
Adviser guide to Wealth Interactive, our end-to-end wealth management system that is transforming the way we do business with you and your clients.

Application for an Online Service Account

  • Type: pdf
  • Ref: 10622
  • Published: 22/11/2021
This form allows individual investors to request online access via Wealth Interactive and appoint a Lead Policyholder.