This facility displays the same investment information that is available on the member website.
The following types of information may be stored here:
- Investment guidelines
- Investment strategies
- Rules pertaining to specific investment portfolios
- General information regarding each investment portfolio
This facility provides the full legal set of rules of the scheme. A summarised version of the rules aimed specifically at members is also available. The content and layout is customizable, and can therefore look different from Client to Client.
There is also a facility to provide a virtual notice board comprising any number of free format text and hyperlinked items.
The output can be presented in PDF, HTML or DOC format. A listing of available files will be displayed for selection, and you will need to click the required hyperlinked file name to open the document.