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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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Costs & Charges Amend Adviser Fees Amend Remaining Trades (Buy/Sell) Add or amend Adviser Fees and Trades (Buy/Sell) Move onto the Optimise Portfolio tab ...
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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 - 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 - 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 - Review Screen The optimise button allows you to optimise multiple details. Investment Details tab Amend the term Select Central Investment Proposition or Whole of Market Complete Mi...
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This article is a continuation of Ex-Post Reviews - Stochastic Forecast The Deterministic Forecast tab includes Current Period Projection & Next Period Projection. For further information on Ex-Post Reviews, see article Ex-Pos...