Basis of Illustration - Mark Wrapper as Reviewed

Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment:

If this is the only investment, you can proceed to the Check-In stage.

If you have multiple investments, you will need to review each investment separately:

Repeat the review process, completing the Capacity for Loss statement before marking as reviewed.

All investments have been reviewed, proceed to the Check-in screen.

See article

Client Check-in.