28 May Release – 28 May 2015

The following enhancements and new functionality are included in this week’s release:

1. New Business Wizard
Further development has been done for the online investment application process in this release.
On emailing the link to the investor/member’s email address,  an external request is created for the completion of online application. These external request are listed (together with the reset password requests) under System -> External Requests.
A request that has been initiated, can be cancelled.
The status of the request changes to “Processing” as soon as the investor has followed the link from the email sent.
Once the application has been submitted online, the request’s status changes to “Completed”.

The steps of the wizard will cover:
a. Choose your funds
b. Fill in your details (Investor details, Communication details, Adviser)
c. Submit your investment (this page still needs to be finalized in the next release)
d. Print, sign & send us your documents

For more details on setting up the email template and following the steps for the online application process, refer to the Help section on New Business Wizard.

2. Combined Statements
If more an account owner owns more than one investor account, the new “Summary” link on the Account Owner level, will display the Combined Statement for all his/her investor accounts.
For an account owner with only one investor account, the new “Summary” link on the Account Owner level, will display the normal Summary Statement for that investor accounts.

The following sections are included on the new Combined Statement:
Investment Summary table (across all investor accounts)
Investment Return table (across all investor accounts)
Instrument Performance (per each investor account)

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

Last Updated on 10 years ago by Walther