1. Access the "Members" Section

• From your company dashboard, click on the "Members" tab.

2. Locate the Member to Transfer

• Find the member whose membership you wish to transfer in the members list.
• On their row, click the yellow pencil. 

3. Select "Transfer Membership"

• In the dropdown menu, select "Transfer membership".
• This will launch the Transfer Membership wizard.

4. Complete the Transfer Membership Wizard

• Enter details about the Transfer:
  • You’ll be prompted to specify the details of the transfer (name/address, date) for the incoming new member.
• Review Transfer Information:
  • Check the details you've entered to ensure accuracy.
• Confirm and Save:
  • Completing the wizard will update the register:
    • The outgoing member will show as former
    • The new member will be added, carrying over the membership guarantee and class information.

5. Statutory Register is Updated Automatically

• Inform Direct will automatically record the outgoing member as having ceased and the incoming member as starting from the transfer date.
• All historic details are kept for compliance and clear audit trails.

6. (Optional) Generate Membership Certificates

• After the transfer, you can create and issue a certificate for the new member via the usual certificate production menu.

7. Review and Download Register

• You can view or download the updated register of members at any time for records or compliance purposes.