Changes for page Link Investment Policies to a Parent
Last modified by Dominique Tricerri on 2022/08/05 13:50
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edited by Dominique Tricerri
on 2021/08/31 10:47
on 2021/08/31 10:47
edited by Dominique Tricerri
on 2021/08/31 10:46
on 2021/08/31 10:46
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... ... @@ -39,13 +39,13 @@ 39 39 (% style="text-align:center" %) 40 40 [[image:Link Investment Policies to a Parent_html_4625e1528d4312a0.png||height="auto" width="auto"]] 41 41 42 - 42 +(% style="break-before: page %) 43 43 **Client Menu** - Select “**Investment Policies**” 44 44 45 45 (% style="text-align:center" %) 46 46 [[image:1630406717304-934.png]] 47 47 48 - (% style="break-before: page" %)48 + 49 49 **Client Investment Policies** - A list of Investment Policies already loaded is displayed. 50 50 51 51 Note that the system automatically creates a Product for the Parent’s Bank Account titled “_Bank (Parent Name)”.