Ex-Post Reviews - Edit

This article is a continuation of Ex-Post Reviews - Review Screen

Once you have reviewed the previous and current Illustration, you are able to edit the details in the Proposal column.

You are able to edit details of:

  • Policy Details
  • Investment Proposal Details 
  • Investment Amounts 
  • Contributions & Withdrawals 
  • Custody 
  • Adviser Fees
  • Product Charges

Simply click Edit in the area you would like to amend, make changes and Save & Update.

In the example below, we will update the adviser fees:

For further information on Ex-Post Reviews, see article Ex-Post Reviews - Optimise