Add / edit a product 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.
Product Restrictive Mandate can be used to prevent a customer (Personal and Business) Borrowing and investing on a specific finance company, Originator group and product. This document will detail how to add a Product Restrictive Mandate for an Investor.
1. In order to create a product restrictive mandate go to Home pages -> Investing -> Investors
2. Use the filter options to select the investor that you need to create the Product Restrictive Mandate for.
3. Once you have selected the investor from the list go to Actions Menu -> Functions -> Investment options -> Add Product Restrictive Mandate
4. You can select the finance company, Originator group and product from the drop down and you can set restrictions by ticking Borrowing and Investing restriction. Then the selected customer will not be able to invest or borrow for the selected Finance company, Originator group and Product.
5. Click on Save to complete adding Product Restrictive Mandate for the selected Investor.
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