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12	12	[[image:Adding a new Client and Client Details_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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19		-(% style="color: rgb(41, 128, 185); font-size: 20px" %)**Table of Contents**(%%)
	21	+(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
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22	22	{{toc/}}
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25	25	)))
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28	28	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.
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30	30	In this example, we have detailed the two scenarios i.e.:
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32	32	* Adding a new Client to a new Parent
33	33	* Adding a new Client to an existing Parent
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36	36	(% style="text-align: center;" %)
37	37	== (% style="color:#2980b9" %)**Adding a new Client to a new Parent**(%%) ==
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42	42	You will note that a Client entitled “**Default Client Name**” is automatically reflected under the new Parent that has been created.
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48	48	(% style="color:#2980b9" %)**Client Menu**(%%) Select “**Details**”
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51	51	(% style="text-align:center" %)
52	52	[[image:1630589432467-633.png]]
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55	55	(% 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.
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89	89	(% style="color:#2980b9" %)**Select a Client:** (%%)You will note that the wording “**Default Client Name**” has been replaced with the true Client Name.
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123	123	(% style="color:#2980b9" %)**NOTE**
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135	135
136	136	Investment Fees
137	137
138		-Risk Policies
	139	+[[Risk Policies>>doc:Everest User Manuals.4\. Fund Setup.Adding a New Parent.Risk Policies.WebHome]]
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171	171	[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg]]
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