Investment medium details are captured at a product rules level.
The product selects an investment medium, but applies its own parameters. The usage of an investment medium by a product is called a product portfolio.
The capturing of bonus rates / unit prices at investment level depends on how the portfolio is set up.
Parameters include interest or bonus rates, unit prices and switching rules.
A super user will capture the investment mediums that will subsequently be linked to the administrator’s products via portfolio.
Log in to the system from the Logon page.
Click schemes.
The Welcome screen will be displayed.
Select List from the top menu. The JU1BK List screen will be displayed and a sub-menu will be displayed on the left.
