Dealer Instruction Type Export Options

Export file functionality has been added for the following Dealers:   Fundamental, Sanlam Capital Markets, Finswitch & Prescient – Eagle

From the main menu (1) Bulk Processes, (2) Dealer Instruction

(1) Select the link on the Rand amount for the Dealer Instruction required

(1) Select More Options, then (2) Details

(1) Select More Options, then select the format required for the relevant Dealer Instruction

Selecting a Dealer download option will automatically down the file as a CSV file

Last Updated on 1 year ago by Debra Hart