How do I update remuneration to reflect changes made on a holding?
Last Modified on 24/01/2018 11:43 am GMT
This article will explain how to update the remuneration expectation following an amendment to the holding - i.e. product provider being changed.
To update the remuneration select the relevant holding and select Remuneration from the left hand menu:
Select the remuneration expectation that needs to be updated and you will be taken through to the Transaction screen and select the Splits tab: Select Update remuneration details to reflect case defaults at the bottom right of the screen. This will update the remuneration expectation with the changes you have made to the holding.
If you have manually entered remuneration splits when entering the remuneration, you may need to check the percentage splits once the Update remuneration details to reflect case defaults has been used. The manual remuneration splits will be overwritten with defaults.