Launch Compliance Rules Group (W5)

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Launch Compliance Rules Group (W5)

This version is superseded. Click here to view the latest guide.

PURPOSE

This document shows the detailed procedure in launching new 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 the Group is assigned to a portfolio.

PROCEDURE

1. Select Set Up > Risk > Compliance.

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2. Click Group.

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FREQUENTLY ASKED QUESTIONS

 

RELATED INFORMATION

 

CHANGE HISTORY

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