Adding Asset Classes

Asset Classes can be added from the Instruments Main menu

For each Asset Class, specify the relevant Regulation 28 Maximum and Minimum

Sub-classes can be setup per parent asset class
The parent value should be >= sum of the subclass values
Note: only the parent asset classes will be displayed in the pie chart on the Investor Account, Asset Allocation card

Also see Regulation 28 for the setup and enforcement of Regulation 28

Last Updated on 2 weeks ago by Antoinette Van Meyeren