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11	11	(% style="text-align:center" %)
12	12	[[image:Link Investment Policies to a Parent_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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27		-(% style="text-align: center;" %)
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28	28	== (% style="color:#2980b9" %)**Linking Investment Policies to a Parent**(%%) ==
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35	35	**Parent** - Select the relevant Parent
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	38	+[[image:Link Investment Policies to a Parent_html_4625e1528d4312a0.png||height="auto" width="auto"]]
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41	41	**Client Menu** - Select “**Investment Policies**”
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50	50	Note that the system automatically creates a Product for the Parent’s Bank Account titled “_Bank (Parent Name)”.
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	53	+[[image:Link Investment Policies to a Parent_html_6d9a8bd3ff0775d7.png||height="auto" width="auto"]]
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56	56	To add a new Investment Policy, select the row “**Click here to add a new row.**”
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58	58	Complete the relevant fields.
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	61	+[[image:Link Investment Policies to a Parent_html_b33ff52b2893fa9b.png||height="auto" width="auto"]]
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64	64	Take special note of the following fields:
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78	78	Press the “**Update**” button and the “**Save**” Icon.
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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.
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83	83	**Banking details: **Complete the relevant banking details, taking special note of the “Bank” and Bank Configuration fields below.
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85	85	Note – the Nedinform fields are generally not used and would be populated by the System Administrator.
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94	94	**Bank: **Select the bank from the drop-down option of all banks pre-loaded.
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96	96	Should the bank you require not be listed, please contact your Super User who is able to add to this list.
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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.
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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"]]
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109	109	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
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112	112	(% style="color:#2980b9" %)**DISCLAIMER**
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114	114	Please note, whilst care is taken to illustrate numerous scenarios, it is impossible to detail all instances and therefore this document should merely serve as a guide for the purposes of demonstrating system functionality and conducting employee training.