In this tutorial, we will explain how you can transfer ULIP assets to another portfolio in MProfit.
Follow the steps below:
Step 1: Login to your MProfit account and right-click the ULIP asset you wish to transfer.
Step 2: Select Advanced from the drop-down menu.
Step 3: Click Transfer Asset to another Portfolio.
Step 4: Enter the desired Date and the Portfolio you wish to transfer the asset.
Step 5: Finally, click Save.
This is how you can seamlessly transfer ULIP assets to another portfolio in MProfit!
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