When the Member List option is selected from the sub-menu on the left, the Member List screen will be displayed.
When the member is selected via the hyperlink in the Surname column, the Member List screen is displayed. For more details refer to Member List below.
Additional menu options will also be displayed in a new sub-menu on the left.
This sub-menu displays the following options for selection:
- Selection
- Person List
- Member List
- New Member Details
- Beneficiaries
- Conversion
- General Information
- Investment Balances – Unitised
- Investment Balances – Interest
- Investment Transactions
- Allocation / Switches:
- Change future allocations
- Switch past investments
- Switch past investments
- Confirm Allocations / Switches
- Rebalance Investments
- Switch History
- Investment Price History
- Contribution Details
- Load Document
- View Document
Note:
The system will only display those menu options that are applicable to the particular Product selected.