PURPOSE
This document shows the detailed procedure in launching compliance rules group.
WHY IS THIS IMPORTANT?
In order for compliance rules to be applied and tested against investment holding of a portfolio, the relevant rules must first be assigned to a compliance rule group and then tagged the compliance rule group to a portfolio.
PROCEDURE
1. Select Set Up > Risk > Compliance.
2. Click Group.
3. This will list the available compliance rules groups.
FREQUENTLY ASKED QUESTIONS
RELATED INFORMATION
CHANGE HISTORY
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