If you have a client that has multiple securities, that client may want to split their properties between two different banks to diversify risk. To do this, complete the fact find as normal.

When you get to the Application section, in the Funding Details page ensure that you have entered the correct key details, funding required, and Cash & Equivalents sections. Underneath these you will reach the 'Security' section. In this section, ensure you only select the securities that will be moved to the new bank.

Any properties not selected in this will remain as security with the bank they are currently held by.