Last modified by Dominique Tricerri on 2022/08/05 13:50
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From version < 18.1 >
edited by Dominique Tricerri
on 2021/08/31 10:45
To version < 14.1 >
edited by Dominique Tricerri
on 2021/08/31 10:20
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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 +
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  
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37 37  **Parent** - Select the relevant Parent
38 38  
39 39  (% style="text-align:center" %)
40 -[[image:Link Investment Policies to a Parent_html_4625e1528d4312a0.png||height="auto" width="auto"]]
38 +[[image:Link Investment Policies to a Parent_html_4625e1528d4312a0.png||height="325" width="636"]]
41 41  
42 42  
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="276" width="101"]]
47 47  
48 48  
49 49  
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52 52  Note that the system automatically creates a Product for the Parent’s Bank Account titled “_Bank (Parent Name)”.
53 53  
54 54  (% style="text-align:center" %)
55 -[[image:Link Investment Policies to a Parent_html_6d9a8bd3ff0775d7.png||height="auto" width="auto"]]
53 +[[image:Link Investment Policies to a Parent_html_6d9a8bd3ff0775d7.png||height="141" width="648"]]
56 56  
57 57  
58 58  To add a new Investment Policy, select the row “**Click here to add a new row.**”
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60 60  Complete the relevant fields.
61 61  
62 62  (% style="text-align:center" %)
63 -[[image:Link Investment Policies to a Parent_html_b33ff52b2893fa9b.png||height="auto" width="auto"]]
61 +[[image:Link Investment Policies to a Parent_html_b33ff52b2893fa9b.png||height="102" width="652"]]
64 64  
65 65  
66 66  Take special note of the following fields:
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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="23" width="76"]] 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.
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87 87  Note – the Nedinform fields are generally not used and would be populated by the System Administrator.
88 88  
89 89  (% style="text-align:center" %)
90 -[[image:Link Investment Policies to a Parent_html_322ecb38cef8b340.png||height="auto" width="auto"]]
88 +[[image:Link Investment Policies to a Parent_html_322ecb38cef8b340.png||height="71" width="627"]]
91 91  
92 92  (% style="text-align:center" %)
93 -[[image:Link Investment Policies to a Parent_html_1c2163b03e11f449.png||height="auto" width="auto"]]
91 +[[image:Link Investment Policies to a Parent_html_1c2163b03e11f449.png||height="59" width="596"]]
94 94  
95 95  
96 96  **Bank: **Select the bank from the drop-down option of all banks pre-loaded.
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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="279" width="332"]]
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.
105 105  
106 106  (% style="text-align:center" %)
107 -[[image:Link Investment Policies to a Parent_html_191c359fd15d4561.png||height="auto" width="auto"]]
105 +[[image:Link Investment Policies to a Parent_html_191c359fd15d4561.png||height="191" width="270"]]
108 108  
109 109  
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.
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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 +
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Author
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1 -XWiki.dominiquet
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1 -14.6 KB
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