Collective Investment Schemes (CIS) – Instruments / Classes

  • Collective Investment Schemes (CIS) have instruments / classes linked to it.
  • To add a new instrument (Unitised Instruments, ETFs and Money Market Funds), the user will navigate the relative CIS and add the instrument from there.

Instruments linked to a CIS, will have the properties as specified on the CIS, for example the same Instrument Provider.

If there are no instruments linked to a CIS, it can be removed.

 

Last Updated on 3 years ago by Tinus Burger