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since ‎23-10-2019
2 weeks ago
Boyd
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Re: Source funder role | Help Centre

by Boyd Star Employee in Help Centre
‎20-05-2022 08:45 AM
‎20-05-2022 08:45 AM
Hi @DebA ,  If Bank A and bank B are not associated together then your best option would be to set up a linked financial settlement for the scenario you have described.  As the source funder role needs to be set up with the particular bank there might be a possibility that there no option for a source funder role available when inviting Bank B.  Please note that the Source Funder Role would generally used as part of the two following scenarios. Where a Panel Member  (Law Firm) is completing a transaction on behalf of a  Panel Master (Bank) and the Panel Master needs to provide source funds to their Panel Member rather than transferring funds into the Panel Member’s trust account  For a residential/commercial transactions where the retail arm of a Bank requires the Commercial arm to provide source funds to complete a transaction. If you would like to discuss your particular scenario further please don't hesitate to contact our support centre on 1300 084 515 or email us at support@pexa.com.au.  ... View more
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