In-House Discretionary - Amending a Special Deal

This article is a continuation of In-House Discretionary - Special Deals

Once a Special Deal has been created against a product in an In-House Discretionary portfolio, you can amend the details if needed.

Navigate into the portfolio and click into the Platforms & Products tab:

Click/maximise the product you would like to amend:

Click the View Special Deal button:

Make the changes on the deal and close once done:

For more information on setting up special deals, see article Creating Special Deals