Last modified by Dominique Tricerri on 2022/08/05 13:50
<
From version < 15.1 >
edited by Dominique Tricerri
on 2021/08/31 10:21
To version < 18.1 >
edited by Dominique Tricerri
on 2021/08/31 10:45
>
Change comment: Uploaded new attachment "1630406717304-934.png", version {1}

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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"]]
13 13  
14 -
15 15  (% class="box infomessage" %)
16 16  (((
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18 +
17 17  (% style="text-align: center;" %)
18 18  (% style="font-size:20px" %)**Table of Contents**(%%)
19 19  
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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**(%%) ==
29 29  
30 30  
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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="auto" width="auto"]]
46 +[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="463" width="175"]]
45 45  
46 46  
47 47  
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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="auto" width="auto"]] button at the bottom of the screen to complete the banking details for all lines loaded.
82 +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.
81 81  
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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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="auto" width="auto"]]
101 +[[image:Link Investment Policies to a Parent_html_d4ed0f777d7de203.png||height="330" width="391"]]
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.
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108 108  (% style="text-align: center;" %)
109 109  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
110 110  
111 -
113 +(% style="break-before: page" %)
112 112  (% style="color:#2980b9" %)**DISCLAIMER**
113 113  
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.
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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"]]
139 139  
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1 +XWiki.dominiquet
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