Add asset class smartfund mandate for an investor
The Smartfund logic to place bids automatically for investors will make use of mandates that are defined by investors to ensure that bids are placed as per their financial requirements. These mandates will be able to be defined in the system by both finance company users on behalf of investors, and also by investors themselves using the portal.
Asset class smartfund mandate functionality will be used to indicate the asset classes that investors wish to invest in. This article will outline the steps on how the asset class smartfund mandates can be setup by finance company users on behalf of investors through Fusion.
1. Log into Clearmatch Fusion with the relevant credentials:
2. Navigate to Home Pages > Investing:
3. Select the Investors option under Fund Accounts:
4. Use the Filter Options to search for and find the investor (click on the 
button once the filter selection has been made):
5. Once the investor has been found, select them (by clicking on the link via their Name):
6. This will redirect to the Display Investor page for the selected investor. Click on the Actions Panel 
> Smartfund > Add Smartfund Asset Class Mandate:
7. This will open the Add Smartfund Asset Class Mandate options with the first tab Mandates that require the following details:
Effective Date: Enter the date when the mandate will be made active (must be a current or future date).
Mandate Title: Enter a meaningful name for the title of the mandate.
Click on the 
button to continue and move to the next tab (Asset Class Applications).
8. This will display the Asset Class Allocations tab. Select an Asset Class from the drop down list and enter an amount under Percentage before clicking on the 
button:
Click on the 
button to continue and move to the next tab (Authorisation).
9. This will display the Authorisation tab where the following details can be entered:
Authorisation Code: This is the authorisation code of the user who is logged in to successfully complete the operation.
Supervisor Username: This is the username of a supervisor (a security clearance level equal to or higher of the user creating this repayment frequency).
Supervisor Authorisation Code: This is the authorisation code of the supervisor that has been used above.
Click on the 
button to create and add the smartfund asset class mandate or the 
button to return back to the Display Investor screen.
10. Once the asset class smartfund mandate has been successfully added, it can be viewed on the Smartfund Asset Class Mandates association tab (or Quick Links, if enabled):
Related Articles
Add / edit an asset class restrictive mandate for an investor
The system will prevent a member from directly creating an application or a bid for any originator group and product, or asset class for which they are part of a restrictive mandate. Asset Class Restrictive Mandate can be used to restrict a customer ...Add smartfund product mandate to an investor
The Smartfund logic to place bids automatically for investors, makes use of mandates that are defined by investors to ensure that bids are placed as per their financial requirements. These mandates will be able to be defined by finance company users ...Clone smartfund asset class mandates
The functionality "Clone Smartfund Asset Class Mandate Details" allows the users to copy smartfund asset class mandate details from one customer to another. In order to clone smarfund asset class mandate details from one customer to another, go to 1. ...Add smartfund mandate options - investment category
The Smartfund logic to place bids automatically for investors, makes use of mandates that are defined by investors to ensure that bids are placed as per their financial requirements. These mandates will be able to be defined by finance company users ...Add smartfund product mandate - investment category
The Smartfund logic to place bids automatically for investors, makes use of mandates that are defined by investors to ensure that bids are placed as per their financial requirements. These mandates will be able to be defined by finance company users ...