Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The next step is to create a Fund Batch Order that in turn will be included in the Fund instruction to the Fund entity.

Image RemovedNavigate to Orders Management > Mutual FundsBatch Orders and click at the action menu. 

Image Added

Select the instrument and click Confirm. 

Image Added

The back office administrator will receive a message that the batch order was created.

Image Added

The Fund Batch Order is now available:

Image RemovedImage Added

Fund Instruction

To manually create the Fund Instruction navigate to Instructions and select Create Instructions.

...