Notification Messages on Recurring Investments

The Completed Investment template under Notification Messages is used for communicating with investors and/or advisors on completed recurring investments (debit orders).

Note however that even if communication preferences indicate that a Completed Investment email must be sent to the investor for example, the communication will only be sent on the first recurrence of a debit order.  From the second recurrence onward no communication will be sent.

Last Updated on 1 year ago by Debra Hart