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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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20	20	(% style="font-size:20px" %)**Table of Contents**(%%)
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43	43	**Client Menu** - Select “**Investment Policies**”
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49	49	**Client Investment Policies** - A list of Investment Policies already loaded is displayed.
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51	51	Note that the system automatically creates a Product for the Parent’s Bank Account titled “_Bank (Parent Name)”.
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79	79	Press the “**Update**” button and the “**Save**” Icon.
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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.
	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.
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84	84	**Banking details: **Complete the relevant banking details, taking special note of the “Bank” and Bank Configuration fields below.
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97	97	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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103	103	(% 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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106	106	[[image:Link Investment Policies to a Parent_html_191c359fd15d4561.png||height="auto" width="auto"]]
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110	110	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
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112		-
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113	113	(% style="color:#2980b9" %)**DISCLAIMER**
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115	115	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	[[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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