Selecting the Investment Product (Investment)

Log in to the system from the Logon page.

 

Click clients

 

The Welcome screen will be displayed.

 

 

From the main menu on top, click Products.

 

The Product Selection screen will be displayed.

 

 

Select the hyperlinked INVESTMENT product from the list displayed.

 

The Selection screen will be displayed.

 

 

Select the required product by clicking the hyperlinked code in the Code column. 

               

Note:

To view more codes, click Next.  To find a specific product, insert the code (in full or partly) and click SEARCH.

 

The selected product will appear on the top of the list.

 

Select the scheme code.

 

The selected scheme will be displayed.

 

 

A sub-menu will be displayed on the left.