Last modified by Dominique Tricerri on 2022/08/05 13:50
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From version < 23.2
edited by Dominique Tricerri
on 2022/08/05 13:50
To version < 19.1 >
edited by Dominique Tricerri
on 2021/08/31 10:46
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1 -Everest User Manuals.10\. Investments.WebHome
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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)”.

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