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This article is a continuation of Ex-Post Reviews - Costs & Charges The Capacity for Loss questionnaire for the proposal will need to be completed before continuing through the tabs and onto the Client Check-In screen. If the questions h...
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This article is a continuation of Ex-Post Reviews - Client Check-In In the Report area, you will find the proposal details on the left side of the screen. The body of the report can be viewed on the right side of the screen: ...
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Yes, you are able to select a new holding (including generic) and create an ex-post review. When the ex-post review loads, you will see the same screen as when using a converted holding from ex-ante research, but there will be no Previous state.&...
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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 ...
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Contributions & Withdrawals In the Contributions & Withdrawals tab you are able to: Add or Edit Contributions Add or Edit Withdrawals Existing Contributions and Withdrawals will be listed. You can either edit existing contributions, ...
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This article is a continuation of Ex-Post Reviews - Report Content The Client Check-In screen allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been asses...
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This article is a continuation of Ex-Post Reviews - Capacity for Loss The Compliance Details tab includes an internal Compliance Statement , Stochastic Investment Forecast Details by Year , Portfolio Factsheet and Risk Summary....
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This article is a continuation of Ex-Post Reviews - Compliance Details The Report Content contains a Recommendation Summary and Target Portfolio Summary. When completed, they will appear on the report. The Objective Summary&...
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This article is a continuation of Ex-Post Reviews - Report Once the report has been reviewed, Mark as Complete at the top right of the screen: Update Holding Now The Mark as Complete button will be greyed out once done. ...
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This article is a continuation of Ex-Post Reviews - Optimise The Stochastic Forecast tab includes a Projection, Probability and Portfolio graph: The first column is based on the Target Strategic Asset Allocation . The second column is based...