Removal of a Model Portfolio

If the user has created a Model Portfolio and no contracts are linked to it, the user can remove the Model Portfolio.

Steps to follow:

• Instruments -> Model Portfolios -> More Actions -> Client accounts

The report must be empty.

• Go back to the Model Portfolio -> View Details -> Select the Model Portfolio, scroll to ‘Dealing section’, and if ‘Override dealer’ is selected, unselect it and Save.

• Instruments -> Model Portfolios -> More Actions -> RemoveFrom All Advisers
• Instruments -> Model Portfolios -> More Actions -> RemoveFrom All Products

• Instruments -> Model Portfolios -> Scroll to the Model Portfolio -> Remove

Last Updated on 6 months ago by Anita Swanepoel