Mandates - Adding / Editing a Cover Advice Mandate

Adding a Cover Advice Mandate

1. Select a Client and goto the Compliance tab
2. Make sure the "Entity View" is selected
3. Click on the "Update" button (to update the exisiting Mandate) or "Add" (to add a new Mandate)

4. Once the "update" or "add" button is clicked, the Mandate dialog box will appear. Select and deselect any asset advice group and click on the green tick to save.