21 Oct Release – 20 October 2016

Posted at 15:10h in Recent Updates by

Small changes including:

  • Bank account details changes
  • Bulk switch investors in an instrument
  • Changes to interest distribution on money markets
  • Invest in multi currency cash 
  • Match forex internal transfer
  • Additional company entities
  • Split Withholdings tax into interest and dividend withholding tax
  • Reason for tax exemption needs to move to country level
  • Make notes on statements editable

Outstanding requirements follow up process

Report showing all outstanding requirements with ability to email investors, advisers and group administrators on outstanding requirements.

* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Last Updated on 9 years ago by Antoinette Van Meyeren