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Author

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1		-XWiki.megank
	1	+XWiki.dominiquet

Content

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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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21		-(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
	19	+(% style="color: rgb(41, 128, 185); font-size: 20px" %)**Table of Contents**(%%)
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24	24	{{toc/}}
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27	27	)))
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30	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.
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32	32	In this example, we have detailed the two scenarios i.e.:
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34	34	* Adding a new Client to a new Parent
35	35	* Adding a new Client to an existing Parent
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37	37	(% style="text-align: center;" %)
38	38	== (% style="color:#2980b9" %)**Adding a new Client to a new Parent**(%%) ==
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43	43	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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	45	+[[image:Adding a new Client and Client Details_html_3ecfd030457a725d.png||height="auto" width="auto"]]
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49	49	(% style="color:#2980b9" %)**Client Menu**(%%) Select “**Details**”
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52	52	(% style="text-align:center" %)
53	53	[[image:1630589432467-633.png]]
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56	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.
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90	90	(% 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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124	124	(% style="color:#2980b9" %)**NOTE**
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136	136
137	137	Investment Fees
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139		-[[Risk Policies>>doc:Everest User Manuals.4\. Fund Setup.Adding a New Parent.Risk Policies.WebHome]]
	138	+Risk Policies
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172		-[[image:Everest User Manuals.4\. Fund Setup.Adding a New Client.Paypoints.WebHome@EBSphere_RGB Small.jpg||height="128" width="463"]]
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