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43	43	**Client Menu** - Select “**Investment Policies**”
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45	45	(% style="text-align:center" %)
46		-[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="463" width="175"]]
	46	+[[image:1630406717304-934.png]]
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49		-
50	50	**Client Investment Policies** - A list of Investment Policies already loaded is displayed.
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52	52	Note that the system automatically creates a Product for the Parent’s Bank Account titled “_Bank (Parent Name)”.
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107	107	[[image:Link Investment Policies to a Parent_html_191c359fd15d4561.png||height="auto" width="auto"]]
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110		-(% style="text-align: center;" %)
	109	+(% style="break-before: page; text-align: center;" %)
111	111	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
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113		-(% style="break-before: page" %)
	112	+
114	114	(% style="color:#2980b9" %)**DISCLAIMER**
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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		-