Holdings: The Contribution Page

Contributions page is used to record contributions for different holdings. Below is an example of the contributions screen for a basic unit based investment and a personal pension. If you have contributions relating to a WRAP or SIPP, please refer to the Complex Holding Guide unit based Investment Product.

Personal Pension

The following pop will appear:

The details pages will be covered later in this section as these are the product specific pages of the holding record.