Clone smartfund asset class mandates

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.  Home Pages >  Investing: 



2. Select the Investors option under Fund Accounts:



3. Use the Filter Options to select the investor that you need to make changes 



Once the investor is filtered, select the investor by clicking on the hyperlink via Name or Available Balance



4.You will be directed to Display Investor page and go to Action panel  -> Smartfund -> Clone Smartfund Asset Class Mandate Detail




5.Enter the details in the prompt that you are getting 


Customer - You will need to search for the customer that you are going to copy mandate details from. When you click on the   icon standard customer search box will appear and you will be able to search by customer name or the number. NOTE : Search box will only list the customers that belong to the same finance company and have the same investment category of the user that you are trying to clone asset class mandate details for. 
Copy From Smartfund Asset Class Mandate - Drop down list of all existing asset class mandates for the customer selected above. The mandate titles will appear in the list.
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.
Once the details have been provided click on  to continue.

6. The mandate details selected from the above customer will be copied across and the "Mandates"  page opened with the details allowing the user to modify or save. The effective date will be replaced with the current trading date and title will be blank. 



Make sure to provide a Mandate title and click on  to continue. 


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