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Overview (Investment Investment Advice Report)

This facility enables you to view and print investment/disinvestment advices for all schemes and sub-schemes, by date and to generate a FinSwitch or Investment Solutions File Extract Report

Note:

The Investment Advice list by date report is also available at a scheme level.  Refer to

Reports

Financial

  Investment Advice Extract

From the main menu on top, select Investment Advice Report.

The following menu options are displayed in the sub-menu on the left.