Linking License categories to products and instruments

Also see Setting up license categories, advisers/brokerages and application of license categories 

A. On a Product

Go to the relevant product and specify the adviser/brokerage licensing requirements to be able to sell/buy the product

On the required Product, select More options then License Categories

Then select Add

Link the required License Categories by selecting the Link hyperlink

Once all required License categories have been linked, the categories will reflect

B. On an Instrument

Go to the relevant instrument and specify the adviser/brokerage licensing requirements to be able to sell/buy the instrument

Follow the same procedure as A. On a product

Last Updated on 3 weeks ago by Antoinette Van Meyeren