SARB Client Analysis Report

Purpose:

A SARB Report is required by the South African Reserve Bank to track, analyse and report income and cash flow

SARB Reports can be generated if the existing Contracts are linked to SARB Client Groups (see Adding Client Group link)

The SARB Report can be generated under the (1) Reports (2) SARB Client Analysis Report

(1) Select the Report Date required, (2) Select the Product required, (3) then Generate Report

Once generated the Report can then be exported

Last Updated on 1 year ago by Debra Hart