|You start fund research by choosing one of the types from the Fund Data section on the Investments tab of the Home page. The screenshot below shows this tab with the fund section highlighted.|
You then have the option of entering client details in the same way as for product research. You can skip the entry of client details if you don’t want to link your research against a specific client. Clients can be reloaded if you have already entered their details etc.
Research into the linked funds from a promoter
Research into the linked funds on a contract
Starting linked-fund research from contract details