Last modified by Dominique Tricerri on 2022/08/05 13:50

<
From version < 22.1 >
edited by Dominique Tricerri
on 2021/08/31 13:33
To version < 17.1 >
edited by Dominique Tricerri
on 2021/08/31 10:43
>
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Summary

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43 43  **Client Menu** - Select “**Investment Policies**”
44 44  
45 45  (% style="text-align:center" %)
46 -[[image:1630406717304-934.png]]
46 +[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="463" width="175"]]
47 47  
48 -(% style="break-before: page" %)
48 +
49 +
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)”.
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106 106  [[image:Link Investment Policies to a Parent_html_191c359fd15d4561.png||height="auto" width="auto"]]
107 107  
108 108  
109 -(% style="break-before: page; text-align: center;" %)
110 +(% style="text-align: center;" %)
110 110  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
111 111  
112 -
113 +(% style="break-before: page" %)
113 113  (% style="color:#2980b9" %)**DISCLAIMER**
114 114  
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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137 137  
138 138  (% style="text-align:center" %)
139 139  [[image:Everest User Manuals.Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg||height="345" width="1252"]]
141 +
1630406717304-934.png
Author
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1 -XWiki.dominiquet
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1 -14.6 KB
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