Secondary transfers between investors

Switch on Secondary market in Defaults. Clients then see a Secondary market page in the portal. It is off until you enable it.

1. An active client offers some of their fractions at a price. Other investors see the offer, without the seller's name.
2. A buyer, who must be active with approved KYC, requests to buy. Their request reduces the offer and starts a transfer in Requested.
3. You open Transfers and choose Approve. An agreement PDF is filed for each party.
4. Both parties acknowledge the agreement in their portal. The transfer becomes ready.
5. The buyer pays the seller directly. EasyHaus never handles the price.
6. Once the money has changed hands, you choose Complete.

Completing moves the fractions: a transfer out for the seller and a transfer in for the buyer are written to the ledger. The seller's cost basis falls by their average cost, and the buyer's rises by the price paid.

• You can reject a request or cancel a transfer. The fractions go back to the offer.
• Open offers are listed under Transfers, Open offers, where you can withdraw one.
• An open transfer blocks the erasure of either client.

For inheritances, gifts and deals agreed outside the portal, choose Record transfer. Pick the property, the seller and the buyer, the fractions, the price per fraction (0 for gifts and inheritance) and the reason. If the clients' agreement is already documented, tick that box to skip their acknowledgements. The transfer is created as requested and still needs your approval.