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1		-**DISCLAIMER**
	1	+(% style="text-align: center;" %)
	2	+(% style="color:#2980b9; font-size:28px" %)**ADDING A CLIENT & CLIENT DETAILS**
2	2
3		-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.
4	4
5		-In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
6	6
7		-EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
	6	+(% style="text-align: center;" %)
	7	+(% style="color:#2980b9" %)**BY**
8	8
9		-Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
10	10
11	11
	11	+(% style="text-align:center" %)
	12	+[[image:Adding a new Client and Client Details_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
12	12
13	13
	15	+(% class="box infomessage" %)
	16	+(((
	17	+(% style="break-before: page" %)
	18	+
14	14
	20	+(% style="text-align: center;" %)
	21	+(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
15	15
16	16
	24	+{{toc/}}
17	17
18		-**COPYRIGHT**
	26	+
	27	+)))
19	19
20		-This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
	29	+(% style="break-before: page" %)
	30	+The process of adding a new Client differs depending on whether a new Parent has just been created or whether a Parent exists with Clients already loaded.
21	21
22		-EBSphere (Pty) Limited
23		-
24		-P.O. Box 785803
25		-
26		-Sandton
27		-
28		-2146
29		-
30		-
31		-
32		-[[image:Adding a new Client and Client Details_html_8cba33b1e8c9fa24.gif||height="96" width="344"]] The process of adding a new Client differs depending on whether a new Parent has just been created or whether a Parent exists with Clients already loaded.
33		-
34	34	In this example, we have detailed the two scenarios i.e.:
35	35
36	36	* Adding a new Client to a new Parent
37	37	* Adding a new Client to an existing Parent
38	38
	37	+(% style="text-align: center;" %)
	38	+== (% style="color:#2980b9" %)**Adding a new Client to a new Parent**(%%) ==
39	39
40		-//Adding a new Client to a new Parent//
41	41
	41	+(% style="color:#2980b9" %)**Client **(%%)Select the relevant Client.
42	42
43		-**Client   **Select the relevant Client.
	43	+You will note that a Client entitled “**Default Client Name**” is automatically reflected under the new Parent that has been created.
44	44
45		-**  **You will note that a Client entitled “**Default Client Name**” is automatically reflected under the new Parent that has been created.
46		-
	45	+(% style="text-align:center" %)
47	47	[[image:Adding a new Client and Client Details_html_3ecfd030457a725d.png||height="241" width="437"]]
48	48
49		-**Client Menu** Select “**Details**”
50		-\\
51	51
52		-[[image:Adding a new Client and Client Details_html_a0bd66702ccdc124.png||height="93" width="106"]]
	49	+(% style="color:#2980b9" %)**Client Menu**(%%) Select “**Details**”
	50	+
53	53
54		-**Client Details**: Complete all relevant information relating to the client. The Client Name, which appears i,e. “**Default Client Name**”, must be overridden here with the true Client Name.
	52	+(% style="text-align:center" %)
	53	+[[image:1630589432467-633.png]]
55	55
56		-[[image:Adding a new Client and Client Details_html_af230e60f44bd927.png||height="358" width="584"]]
	55	+(% style="break-before: page" %)
	56	+(% style="color:#2980b9" %)**Client Details**(%%) Complete all relevant information relating to the client. The Client Name, which appears i,e. “**Default Client Name**”, must be overridden here with the true Client Name.
57	57
	58	+(% style="text-align:center" %)
	59	+[[image:Adding a new Client and Client Details_html_af230e60f44bd927.png||height="auto" width="auto"]]
58	58
59	59
60	60
61		-**SARS No:**
	63	+(% style="color:#2980b9" %)**SARS No:**
62	62
63	63	The format must conform to the SARS requirements: 18/20/04/000000
64	64
65		-**PF No:**
	67	+(% style="color:#2980b9" %)**PF No:**
66	66
67	67	The format must conform to the SARS requirements: 12/8/1234567/123456
68	68
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70	70
71	71	Only where this client is a participating employer in an umbrella fund must the ‘000000’ be replaced by the number on the FSB approval forms for that participating employer.
72	72
73		-**PAYE No:**
	75	+(% style="color:#2980b9" %)**PAYE No:**
74	74
75	75	The format must conform to the SARS requirements: 7000000000
76	76
77	77	There are 10 characters. The number must start with 7.
78	78
79		-[[image:Adding a new Client and Client Details_html_990570c347dada63.png||height="392" width="637"]]
	81	+(% style="text-align:center" %)
	82	+[[image:Adding a new Client and Client Details_html_990570c347dada63.png||height="auto" width="auto"]]
80	80
81		-**Save:** Press the “**Save**” button.
82	82
83		-**Close**: Press the “**Close**” button.
	85	+(% style="color:#2980b9" %)**Save:**(%%) Press the “**Save**” button.
84	84
	87	+(% style="color:#2980b9" %)**Close**:(%%) Press the “**Close**” button.
85	85
86	86
87		-**Select a Client:** You will note that the wording “**Default Client Name**” has been replaced with the true Client Name.
	90	+(% style="color:#2980b9" %)**Select a Client:** (%%)You will note that the wording “**Default Client Name**” has been replaced with the true Client Name.
88	88
89		-[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height="194" width="334"]]
	92	+(% style="text-align:center" %)
	93	+[[image:Adding a new Client and Client Details_html_89ee9772a31e3250.png||height="252" width="429"]]
90	90
91		-[[image:Adding a new Client and Client Details_html_857ba1e075348553.png||height="13" width="656"]] //Adding a new client to an existing Parent//
92	92
93		-**
94		-Parent**: Select the relevant Parent
95	95
96		-**Client Menu**: Select “**Add a new Client**”
	97	+(% style="break-before: page; text-align: center;" %)
	98	+== (% style="color:#2980b9" %)**Adding a new client to an existing Parent**(%%) ==
97	97
98		-[[image:Adding a new Client and Client Details_html_984e5025a1f75a45.png||height="114" width="152"]]
99	99
	101	+(% style="color:#2980b9" %)**Parent**:(%%) Select the relevant Parent
100	100
	103	+(% style="color:#2980b9" %)**Client Menu**:(%%) Select “**Add a new Client**”
101	101
102		-**Client Name**: Enter the Client name in the text box displayed. Click on the “**Add**” button.
	105	+(% style="text-align:center" %)
	106	+[[image:1630589566241-809.png]]
103	103
104		-**Prompt**: A text box appears confirming whether a new Client should be added.
105	105
106		-[[image:Adding a new Client and Client Details_html_3d1b89051aefbabb.png||height="218" width="561"]]
	109	+(% style="color:#2980b9" %)**Client Name**: (%%)Enter the Client name in the text box displayed. Click on the “**Add**” button.
107	107
	111	+(% style="color:#2980b9" %)**Prompt**:(%%) A text box appears confirming whether a new Client should be added.
	112	+
	113	+(% style="text-align:center" %)
	114	+[[image:Adding a new Client and Client Details_html_3d1b89051aefbabb.png||height="auto" width="auto"]]
	115	+
	116	+
108	108	You will note that the new Client has been added to the existing Parent.
109		-\\
	118	+
110	110
111		-[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height="196" width="346"]]
	120	+(% style="text-align:center" %)
	121	+[[image:Adding a new Client and Client Details_html_8a4f21a3ae1d85e1.png||height="247" width="432"]]
112	112
113		-**NOTE**
114	114
	124	+(% style="color:#2980b9" %)**NOTE**
115	115
	126	+
116	116	Once the new Client has been added, the following screens need to be updated. Please refer to the relevant manuals.
117	117
118	118	Client Structure
...	...	@@ -121,9 +121,42 @@
121	121
122	122	Client Benefits
123	123
124		-Paypoints
	135	+[[Paypoints>>doc:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome]]
125	125
126	126	Investment Fees
127	127
128	128	Risk Policies
129	129
	141	+
	142	+(% style="break-before: page; text-align: center;" %)
	143	+== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
	144	+
	145	+
	146	+(% style="color:#2980b9" %)**DISCLAIMER**
	147	+
	148	+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.
	149	+
	150	+In accordance with the above paragraph, this training manual is published and distributed on the basis that EBSphere (Pty) Ltd is not responsible/accountable for any actions taken by users of information contained in this training manual nor for any error in or omission from this manual.
	151	+
	152	+EBSphere (Pty) Ltd does not accept any responsibility whatsoever for a misrepresentation performed by any person in respect of claims, losses or damage or any other matter, either direct or consequential arising out of or in relation to the use and reliance, whether wholly or partially, upon any information contained or products referred to in this manual.
	153	+
	154	+Further, the contents of this training manual are subject to change without any notice and further highlight the need for this training manual to serve only as a guide.
	155	+
	156	+
	157	+(% style="color:#2980b9" %)**COPYRIGHT**
	158	+
	159	+This documentation and the software described in it is the exclusive property of EBSphere (Pty) Ltd. This manual or the software may not be copied in whole or part, without the express written consent of EBSphere (Pty) Ltd. Under the law, copying includes translating into another language or format.
	160	+
	161	+
	162	+EBSphere (Pty) Limited
	163	+
	164	+P.O. Box 785803
	165	+
	166	+Sandton
	167	+
	168	+2146
	169	+
	170	+
	171	+(% style="text-align:center" %)
	172	+[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
	173	+

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