Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

...	...	@@ -11,11 +11,9 @@
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	+
14	14	(% class="box infomessage" %)
15	15	(((
16		-(% style="break-before: page" %)
17		-
18		-
19	19	(% style="text-align: center;" %)
20	20	(% style="font-size:20px" %)**Table of Contents**(%%)
21	21
...	...	@@ -26,7 +26,7 @@
26	26
27	27
28	28
29		-(% style="break-before: page; text-align: center;" %)
	27	+(% style="text-align: center;" %)
30	30	== (% style="color:#2980b9" %)**Linking Investment Policies to a Parent**(%%) ==
31	31
32	32
...	...	@@ -43,7 +43,7 @@
43	43	**Client Menu** - Select “**Investment Policies**”
44	44
45	45	(% style="text-align:center" %)
46		-[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="463" width="175"]]
	44	+[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="auto" width="auto"]]
47	47
48	48
49	49
...	...	@@ -79,7 +79,7 @@
79	79
80	80	Press the “**Update**” button and the “**Save**” Icon.
81	81
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.
	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.
83	83
84	84
85	85	**Banking details: **Complete the relevant banking details, taking special note of the “Bank” and Bank Configuration fields below.
...	...	@@ -98,7 +98,7 @@
98	98	Should the bank you require not be listed, please contact your Super User who is able to add to this list.
99	99
100	100	(% style="text-align:center" %)
101		-[[image:Link Investment Policies to a Parent_html_d4ed0f777d7de203.png||height="330" width="391"]]
	99	+[[image:Link Investment Policies to a Parent_html_d4ed0f777d7de203.png||height="auto" width="auto"]]
102	102
103	103
104	104	(% 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.
...	...	@@ -110,7 +110,7 @@
110	110	(% style="text-align: center;" %)
111	111	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
112	112
113		-(% style="break-before: page" %)
	111	+
114	114	(% style="color:#2980b9" %)**DISCLAIMER**
115	115
116	116	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.
...	...	@@ -139,3 +139,4 @@
139	139	(% style="text-align:center" %)
140	140	[[image:Everest User Manuals.Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg||height="345" width="1252"]]
141	141
	140	+