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Parent

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1		-Everest User Manuals.10\. Investments.WebHome

Content

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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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15	15	(((
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19	19	(% style="text-align: center;" %)
20	20	(% style="font-size:20px" %)**Table of Contents**(%%)
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29		-(% style="break-before: page; text-align: center;" %)
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30	30	== (% style="color:#2980b9" %)**Linking Investment Policies to a Parent**(%%) ==
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37	37	**Parent** - Select the relevant Parent
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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"]]
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43	43	**Client Menu** - Select “**Investment Policies**”
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	44	+[[image:Link Investment Policies to a Parent_html_6524d71cfd2fa01e.png||height="276" width="101"]]
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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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	53	+[[image:Link Investment Policies to a Parent_html_6d9a8bd3ff0775d7.png||height="141" width="648"]]
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57	57	To add a new Investment Policy, select the row “**Click here to add a new row.**”
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59	59	Complete the relevant fields.
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65	65	Take special note of the following fields:
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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="23" width="76"]] 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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86	86	Note – the Nedinform fields are generally not used and would be populated by the System Administrator.
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88	88	(% style="text-align:center" %)
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95	95	**Bank: **Select the bank from the drop-down option of all banks pre-loaded.
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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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99	99	(% style="text-align:center" %)
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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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110	110	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
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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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Author

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1		-XWiki.dominiquet

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1		-14.6 KB

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