Setup client classifications

Navigate to System -> Client Classifications

To add a new Client Classification, select Add

Update the (1) Classification Name, then (2) add the Options required

Enter Classification Option Description and Ok

Then Save

Set client classifications on an entity

From the Personal Details card select More Actions -> Client Classification

Select the Classification and then the Option

Note that multiple classifications can be added

Client classifications reporting

The client classifications will reflect on the following reports:

• Export Contracts (Investors->Export Contracts)
• Share Register (Instruments -> All instruments -> Instrument Summary Report -> More Actions -> Share Register)

Last Updated on 10 months ago by Debra Hart