Last modified by Dominique Tricerri on 2022/08/05 13:50

<
From version < 14.1 >
edited by Dominique Tricerri
on 2021/08/31 10:20
To version < 15.1 >
edited by Dominique Tricerri
on 2021/08/31 10:21
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -35,13 +35,13 @@
35 35  **Parent** - Select the relevant Parent
36 36  
37 37  (% style="text-align:center" %)
38 -[[image:Link Investment Policies to a Parent_html_4625e1528d4312a0.png||height="325" width="636"]]
38 +[[image:Link Investment Policies to a Parent_html_4625e1528d4312a0.png||height="auto" width="auto"]]
39 39  
40 40  
41 41  **Client Menu** - Select “**Investment Policies**”
42 42  
43 43  (% style="text-align:center" %)
44 -[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="276" width="101"]]
44 +[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="auto" width="auto"]]
45 45  
46 46  
47 47  
... ... @@ -50,7 +50,7 @@
50 50  Note that the system automatically creates a Product for the Parent’s Bank Account titled “_Bank (Parent Name)”.
51 51  
52 52  (% style="text-align:center" %)
53 -[[image:Link Investment Policies to a Parent_html_6d9a8bd3ff0775d7.png||height="141" width="648"]]
53 +[[image:Link Investment Policies to a Parent_html_6d9a8bd3ff0775d7.png||height="auto" width="auto"]]
54 54  
55 55  
56 56  To add a new Investment Policy, select the row “**Click here to add a new row.**”
... ... @@ -58,7 +58,7 @@
58 58  Complete the relevant fields.
59 59  
60 60  (% style="text-align:center" %)
61 -[[image:Link Investment Policies to a Parent_html_b33ff52b2893fa9b.png||height="102" width="652"]]
61 +[[image:Link Investment Policies to a Parent_html_b33ff52b2893fa9b.png||height="auto" width="auto"]]
62 62  
63 63  
64 64  Take special note of the following fields:
... ... @@ -77,7 +77,7 @@
77 77  
78 78  Press the “**Update**” button and the “**Save**” Icon.
79 79  
80 -Click on the [[image:Link Investment Policies to a Parent_html_377dc4a3070a933b.png||height="23" width="76"]] button at the bottom of the screen to complete the banking details for all lines loaded.
80 +Click on the [[image:Link Investment Policies to a Parent_html_377dc4a3070a933b.png||height="auto" width="auto"]] button at the bottom of the screen to complete the banking details for all lines loaded.
81 81  
82 82  
83 83  **Banking details: **Complete the relevant banking details, taking special note of the “Bank” and Bank Configuration fields below.
... ... @@ -85,10 +85,10 @@
85 85  Note – the Nedinform fields are generally not used and would be populated by the System Administrator.
86 86  
87 87  (% style="text-align:center" %)
88 -[[image:Link Investment Policies to a Parent_html_322ecb38cef8b340.png||height="71" width="627"]]
88 +[[image:Link Investment Policies to a Parent_html_322ecb38cef8b340.png||height="auto" width="auto"]]
89 89  
90 90  (% style="text-align:center" %)
91 -[[image:Link Investment Policies to a Parent_html_1c2163b03e11f449.png||height="59" width="596"]]
91 +[[image:Link Investment Policies to a Parent_html_1c2163b03e11f449.png||height="auto" width="auto"]]
92 92  
93 93  
94 94  **Bank: **Select the bank from the drop-down option of all banks pre-loaded.
... ... @@ -96,13 +96,13 @@
96 96  Should the bank you require not be listed, please contact your Super User who is able to add to this list.
97 97  
98 98  (% style="text-align:center" %)
99 -[[image:Link Investment Policies to a Parent_html_d4ed0f777d7de203.png||height="279" width="332"]]
99 +[[image:Link Investment Policies to a Parent_html_d4ed0f777d7de203.png||height="auto" width="auto"]]
100 100  
101 101  
102 102  (% style="color:#2980b9" %)**Bank Configuration: **(%%)This field is ONLY populated on the _Bank (Parent Name)” policy. Select from a pre-loaded list that matches the banking system you utilise.
103 103  
104 104  (% style="text-align:center" %)
105 -[[image:Link Investment Policies to a Parent_html_191c359fd15d4561.png||height="191" width="270"]]
105 +[[image:Link Investment Policies to a Parent_html_191c359fd15d4561.png||height="auto" width="auto"]]
106 106  
107 107  
108 108  (% style="text-align: center;" %)

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