Launch Compliance Rules Group

See previous W5 version guide

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