Minimum Investment Instruction Amount

On a product are two fields:

• Minimum recurring investment instruction amount – applies to Recurring investment Instructions (Also see Override Minimum Recurring Investment Instruction Amount on Employer)
• Minimum investment instruction amount – applies to once-off Investment Instructions

Set these fields if a minimum Investment Instruction amount applies on the Product. If set, a warning will appear on the instruction if it does not comply with the requirement and you will not be able to submit the instruction.

If the investment instruction is part of an employer group, the Employee Contribution Instruction can not be submitted before the individual Instruction amounts does not comply with the requirement and a warning message will appear.

TAKE NOTE:

The set minimum Investment instruction amounts will not apply if:

The User/administrator has the permission ‘Ignore minimums on investments’

Or, in the case of an employer group, if the setting ‘Ignore minimum amount?’ has been ticked on the Employer

Last Updated on 5 years ago by Antoinette Van Meyeren