25 Nov Release – 22 November 2016

Small changes including:

• Followup date on outstanding requirements made editable
• Include section to capture country of birth
• Create employer outstanding requirement email template for quotes pending
• Switch advisor initial fee to money market option
• Ability to specify an exact Unit withdrawal

Create list of Document Types for upload

The created list of document types for upload can be edited and added to. It includes restriction selection on where it can be used e.g. Instructions, Investor Account, Entity, Product.

The ability to allow many Dealers on the system

Every instrument should directly or indirectly be linked to a default dealer. Unitised Instruments default to the dealer of its instrument provider which defaults to the dealer on the configuration.

The Dealer can be overridden on an instrument provider and on an instrument, or the override can be removed.

* 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