> ## Documentation Index
> Fetch the complete documentation index at: https://docs.eosb.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Send money to the fund manager

> Log the bank transfers you make from a trust to its fund manager.

Money the trusts do not need to keep as cash goes to the fund manager to invest. When you move it, you record it here.

<Info>
  **Where:** **Fund Management** in the menu. **Before you start:** the employer's payments must be [confirmed](/trustee/funding-approvals) — you can only send what has been confirmed into the trust. For a bank transfer, make the transfer first and have the bank's reference and instruction to hand.
</Info>

When you move money from a trust's bank account to the fund manager, record it under **Fund Management**. The platform keeps the audit record — it does not move the money for a bank transfer. The fund manager then confirms what arrived.

The page has three tabs: **Log transfer**, **Drafts** and **Transfer register**.

## Log a bank transfer

<Frame caption="A completed transfer">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/trustee/fund-management/log-filled.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=3466e49826798d1b52197327446e5612" alt="Transfer to fund manager form with Bank transfer, Source EOSB trust, Save draft and Send OTP marked 1 to 4" width="2880" height="2348" data-path="images/trustee/fund-management/log-filled.png" />
</Frame>

<Steps>
  <Step title="Choose Bank transfer (1)" />

  <Step title="Choose the Source EOSB trust (2)">
    **Destination fund manager** fills in with the trust's linked fund manager.
  </Step>

  <Step title="Enter the payment">
    | Field | What to enter |
    | - | - |
    | Transfer amount (SLE) \* | No more than the employer-funded cash in the trust |
    | Value date \* | The date the bank moved the money |
    | Transfer channel \* | RTGS, wire, cheque and so on |
    | Off-system transfer reference \* | The bank's reference. It must not repeat a recent one. |
    | Notes | Optional context for the fund manager and auditors |
  </Step>

  <Step title="Upload the supporting document">
    The bank instruction or credit advice; a PDF or image of up to 4 MB. Wait until it says **Uploaded**.
  </Step>

  <Step title="Select Send OTP (4)">
    Enter the code you receive and select **Log Transfer**. Select **Save draft (3)** instead to finish later.

    <Frame>
      <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/trustee/fund-management/otp.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=3e0e20629150e8cdd2ebb6aa49f089c5" alt="Enter the code window with Log Transfer" width="2880" height="1800" data-path="images/trustee/fund-management/otp.png" />
    </Frame>
  </Step>
</Steps>

The transfer appears in the **Transfer register** as **Logged**.

<Frame caption="Transfer logged">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/trustee/fund-management/register.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=c94b99cf2eeb89de0110838c1757be9f" alt="Transfer register with the new transfer, status Logged, and the message Transfer logged" width="2880" height="1800" data-path="images/trustee/fund-management/register.png" />
</Frame>

## Wallet transfer

**Wallet transfer** moves the money for you, from the trust wallet to the fund manager's wallet, once you confirm with the code. There is no bank reference or document to add.

<Frame caption="Wallet transfer">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/trustee/fund-management/wallet.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=46479cc816354a14e00a051df3953a91" alt="Wallet transfer form with the method switch marked 1" width="2880" height="1800" data-path="images/trustee/fund-management/wallet.png" />
</Frame>

## Drafts and the register

**Drafts** lists transfers you saved; select **Resume** to finish one. The **Transfer register** lists every logged transfer and the fund manager's recognition of it.

<Frame caption="Transfer register">
  <img src="https://mintcdn.com/eosb/ez_KlcTexccb05CV/images/trustee/fund-management/register-all.png?fit=max&auto=format&n=ez_KlcTexccb05CV&q=85&s=204fa33d646f44da26ce52caf3119fab" alt="Transfer register with three logged transfers and their recognition status" width="2880" height="1800" data-path="images/trustee/fund-management/register-all.png" />
</Frame>

| Recognition | Meaning |
| - | - |
| Pending | The fund manager has not confirmed it yet. |
| Recognised | The fund manager confirmed the full amount. |
| Outstanding receipt | The fund manager confirmed less than you sent; the rest is still expected. |
| Pending trustee approval | The fund manager confirmed more than you sent. See [Cash recognition](/trustee/cash-recognition). |

## What happens next

The fund manager checks their bank account and [recognises](/fund-manager/cash-recognition) what arrived. If it is the amount you logged, the transfer becomes **Recognised** and nothing more is needed from you. If they recognise a different amount and do not expect the rest, it comes back to you under [Cash recognition](/trustee/cash-recognition).

## If logging is refused

| Message | What to do |
| - | - |
| Insufficient employer-funded trust cash | The amount is more than the employer has paid in. Confirm pending [funding proofs](/trustee/funding-approvals) first, or send less. |
| Duplicate off-system transfer reference | That reference was used recently. Check you are not logging the same transfer twice. |

**Next:** [cash recognition](/trustee/cash-recognition).


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