This article is a continuation of Central Investment Proposition - Adding Fund Lists
Creating segments within the Central Investment Proposition allows you to use the on & off platforms, portfolios and fund lists added to the CIP and allocate them to a segment. You are able to set Adviser Fees against each segment and set which users are assigned the segments.
Users that will be using the CIP & Segments, will need to be assigned, otherwise the research will be Whole of Market only.
In the article below, we will be allocating products, portfolios and a fund list to a segment and set the advider fees. The user will then be assigned to ensure they are able to select the segment at the beginning of the research.
Click the + next to Add New Segment
Complete details of the Segment
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This article is a continuation of Central Investment Proposition - Adding On Platforms to a Segment
