How does a collective transfer take place?

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Your company has just validated the transfer of its employee savings and/or retirement plan from your former manager at Epsor. Here are the next steps before your savings arrive at Epsor:

1️⃣ Epsor contacts the former manager and begins the process of transferring your savings; this step can take approximately three months. During this period, you will still be able to carry out operations from the personal space of your former manager.

2️⃣ Effective start of the transfer , your savings leave your former manager to arrive at Epsor, this step can take around 10 working days. During this period you will no longer be able to carry out operations (unblocking requests, arbitrations, payments etc.), an e-mail will be sent to you to inform you of the dates and allow you to anticipate this blockage.

3️⃣ Your savings arrive at Epsor and will be invested according to the correspondence grid validated by your company before the transfer begins.

4️⃣ End of the transfer , you can now carry out operations from your Epsor personal space: modify your investments, change your investor profile, unlock your savings, make personal payments, etc.