Activating a smartfund product mandate
As there are several smartfund product mandates that can be created for any investor and the fact that mandates can be copied to an investor based on their investment category, a mandate is required to be activated before it will be used.
Once a smartfund product mandate has been created (please refer to this article with instructions on how to do this) locate the investor by following the instructions below:
1. Once logged into Fusion, navigate to Home Pages > Investing:
2. Select Investors under Fund Accounts:
3. Use the Filter Options to find the investor and select the 
button to display the results:
4. Select an investor from the list:
5. Select the Smartfund Product Mandates tab (or from the Quick Links if enabled):
Using the Filter Options, find the smartfund product mandates relevant to the Finance Company and select the button to display the results:
6. When all of the smartfund product mandates are displayed, select the one that needs to be activated NOTE: The Is Activated field will show as False:
7. This will open the Display Investor Smartfund Product Mandate screen for the selected item:
8. Select the Action Panel 
> Functions > Activate:
9. Enable the check box nex to Activate and enter the authorisation details (namely the Authorisation Code of the user who is completing this function, as well as the Supervisor Username and Supervisor Authorisation Code for the user who has equal or higher authority than the user who is completing the function):
Click on the 
button to activate or the 
button to return back to the Display Investor Smartfund Product Mandate screen.
Related Articles
Clone smartfund product mandate details
The functionality "Clone Smartfund Product Mandate Details" allows the users to copy smartfund product mandate details from one customer to another or from one orginator group and product combination to another. In order to clone smarfund product ...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 ...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 ...Apply smartfund product mandate details to all investors - investment category
This article will outline the steps on how to apply a smartfund product mandate detail, to all investors. Once the mandate has been created for the selected investment category, if the user selects the option to apply the smartfund product details to ...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 ...