If as part of your client’s criteria, you want to include Unit Trusts / OEICs or Investment Trusts into the feature selection, GIA specific amount becomes mandatory to be filled in. The reason for this is that you have selected Unit Trusts / OEICs or Investment Trusts as a platform feature and therefore the system automatically includes the General Investment Account into the research and the GIA specific field becomes mandatory to be filled in.
If you wanted to just include ISA into the platform, untick Unit Trusts / OEICs or Investment Trusts and the GIA will be unavailable when ISA is selected. You can still include funds from Unit Trust / OEIC fund universe as part of the research from the fund portfolio selection screen.
