3.8 Transfers

The three types of transfers that can be processed are:

Complete: Used when the member is doing a complete transfer from one club to another club.
Non-competition Rights: used when transferring a member to another club, but keeping their competition rights with their original club. This will give the member Dual Membership at one or more clubs.
Competition Rights: used when moving a member’s competition rights to another club, but still retaining their membership at their original club as a non-competitor. This will give the member Dual Membership at one or more clubs.

When initiating a transfer you can either transfer a member out of your club and into another club (Transfer Out) or choose a member from another club to transfer into your club (Transfer In).
An example of a transfer can be seen below:

The process involves selecting the club that the member is coming from and then entering their details like a name or member ID if known. Assuming the member is found, a new screen will display asking for information relating to the transfer. Once submitted, the transfer will then be available in your “Transfer In” area of the main transfer Summary page.

The “Transfer Out” process is almost identical, but you are selecting a member from your club instead of another club.

Once a transfer has been created, the person’s contact phone number and email address will be displayed to allow the winning club to contact the member before the completion of the transfer.

Members can initiate a transfer via their Members Area account, this will appear as a pending member request in Surfguard (needs to be processed under the Transfers Tab in the first instance).

To view a list of membership transfers, select the relevant options from the drop-down menu in the search fields on the Transfer Summary page.
By clicking the ‘Incoming’ or ‘Outgoing’ links you can view a full list of the relevant members.

From this screen, you can perform a number of actions, including approving or rejecting each transfer request if your access allows. As an example, after you click the ‘Endorse’ or ‘Not Endorse’ links you are taken to a screen that displays the individual’s details and allows you to action the transfer request by clicking ‘Submit’.

You can also view the contact details for the winning or losing club and their respective branch and state by clicking the club name. The summary information can also be sorted using filters contained in the drop-down options.

You can obtain further transfer information about a transfer by clicking the Transfer ID number. This will open a summary page about that member’s transfer.

See Transfer Process Below:

Create — this is done by either the winning or losing club or by a member via Lifesaving Online.
Endorsed/Not Endorsed Details — this step is done by the losing club.
Approved/Rejected — this step is done by the losing Branch or State office.
Completed/Refused — this step is done by the Winning club.
Archive — this step is done by either the Winning or Losing club.

When a transfer request has been initiated in SurfGuard a member’s transfer history is displayed at the bottom of the screen.
Alternatively, a member transfer report can be obtained from the Reports section. (General Reports > Transfer Reports)

The system will also indicate how many transfer requests the member has had for the calendar year.