Help Guide for KVB Virtual Account

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01

Create Withdrawal Request

Creating Withdrawal Request

1. Access “Withdrawal” > “Withdrawing” on the main menu to view the panel
2. Navigate to “ARRANGE YOUR WITHDRAWAL” section and choose the currency you would need to withdraw. Account balance will be shown after currency is selected.
   
   
   
   
3. Select recipient(s) from the drop down selector. Recipient’s bank accounts which are new or pending for compliance approval will be shown in yellow “?” icon. You can still select and add the recipient(s).
   
   
   
   
4. Add multiple recipients by clicking “Add” button. We only allow multiple recipient to be added in same currency. Remove added recipient by clicking bin icon on the right hand side.
5. Input Withdrawal Amount and select “VALUE DATE” from the drop down selector.
   
   
   
   
6. Type in the purpose of transaction on the “REMARKS” field and upload supporting documents (e.g. invoice / contract) to submit a withdrawal request.
7. Review quote rate & select “Transfer Fees” on “Transaction Summary” section
   
   
   
   
8. Click “Next” if everything is okay.
9. Review info on the “Confirm” panel. If info are correct, click “Confirm & Process“ to finalise the withdrawal request.
   
   
   
   

NOTE: For same currency withdrawal, we only allow cross-border remittance. Our compliance team might reach out to ask for more information to support the approval process.

Managing Favorite Pairs

1. Review “FAVORITE PAIRS” section for reference rates provided by GCFX (updating every 30 seconds). Rate may be different on actual transaction due to value date & amount.
   
   
   
   
2. At most 5 pairs can be selected to be placed on the top panel for quick review. You may change the pairs by clicking setting icon and update the options by clicking “Confirm”
   
   
   
   

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02

Review Withdrawal Records

1. Access “Withdrawal” > “Withdrawal Records” on the main menu to view the panel
   
   
   
   
2. Select type of the withdrawal (FX / Same Currency) on the right hand side filter.
   
   
   
   
3. Search by selecting date range, buy amount or status. Click “Search” and panel will list out search results.
   
   
   
   
4. Click details to view the withdrawal deals detail. Upload supporting document if you need.
   
   
   
   
5. Click “Export” to export and download the table on page in an excel file.