Monthly Archives: May 2016

Small changes including: SARS contribution file Once contributions certificates are generated, you can now create a SARS upload file. The file is in the required SARS format for Retirement funds. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including: Composite instruments You can now link an Collective Investment Scheme to an underlying portfolio. The underlying portfolio can consist of shares, bonds, unit trust, money markets, ETF’s or other portfolios. You can then import the actual holdings in these underlying instruments from an external portfolio management system. The system will then allow […]