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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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14		-
15	15	(% class="box infomessage" %)
16	16	(((
	16	+(% style="break-before: page" %)
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17	17	(% style="text-align: center;" %)
18	18	(% style="font-size:20px" %)**Table of Contents**(%%)
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24	24
25	25
26	26
27		-(% style="text-align: center;" %)
	29	+(% style="break-before: page; text-align: center;" %)
28	28	== (% style="color:#2980b9" %)**Linking Investment Policies to a Parent**(%%) ==
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30	30
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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"]]
	40	+[[image:Link Investment Policies to a Parent_html_4625e1528d4312a0.png||height="auto" width="auto"]]
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40	40
41	41	**Client Menu** - Select “**Investment Policies**”
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43	43	(% style="text-align:center" %)
44		-[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="276" width="101"]]
	46	+[[image:1630406717304-934.png]]
45	45
46	46
47		-
48	48	**Client Investment Policies** - A list of Investment Policies already loaded is displayed.
49	49
50	50	Note that the system automatically creates a Product for the Parent’s Bank Account titled “_Bank (Parent Name)”.
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52	52	(% style="text-align:center" %)
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	54	+[[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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60	60	(% style="text-align:center" %)
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	62	+[[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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77	77
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.
	81	+Click on the [[image:Link Investment Policies to a Parent_html_377dc4a3070a933b.png||height="28" width="81"]] button at the bottom of the screen to complete the banking details for all lines loaded.
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82	82
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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87	87	(% style="text-align:center" %)
88		-[[image:Link Investment Policies to a Parent_html_322ecb38cef8b340.png||height="71" width="627"]]
	89	+[[image:Link Investment Policies to a Parent_html_322ecb38cef8b340.png||height="auto" width="auto"]]
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90	90	(% style="text-align:center" %)
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	92	+[[image:Link Investment Policies to a Parent_html_1c2163b03e11f449.png||height="auto" width="auto"]]
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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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98	98	(% style="text-align:center" %)
99		-[[image:Link Investment Policies to a Parent_html_d4ed0f777d7de203.png||height="279" width="332"]]
	100	+[[image:Link Investment Policies to a Parent_html_d4ed0f777d7de203.png||height="330" width="391"]]
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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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104	104	(% style="text-align:center" %)
105		-[[image:Link Investment Policies to a Parent_html_191c359fd15d4561.png||height="191" width="270"]]
	106	+[[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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137	137	(% style="text-align:center" %)
138	138	[[image:Everest User Manuals.Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg||height="345" width="1252"]]
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	1	+XWiki.dominiquet

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