Ex-Post Reviews - Optimise - Investment Details

Investment Details

In the Investment Details tab you are able to:

  • Amend the term
  • Select Central Investment Proposition or Whole of Market 
  • Complete MiFID II Compliance information
  •  Choose a Risk Category

In this example, we will keep the term the same and will complete the remaining fields:

Once complete, move onto the Contributions & Withdrawals tab.

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