Selestia`s IFA Secure Extranet Portfolio Construction (options)

Selestia’s IFA Secure Extranet
Portfolio Construction
(options)
Making Investments Manageable
Home page
•• Construct
Construct aa
portfolio
portfolio
Create new portfolio
•• First
First type
type in
in aa
Portfolio
Portfolio name
name -something
something to
to
remind
remind the
the user
user
what
what this
this specific
specific
portfolio
portfolio is
is
intended
intended for.
for.
•• Select
Select aa product
product
&
& then
then select
select
Next.
Next.
Select client(s)
•• Search
Search to
to find
find
the
the client
client by
by
inserting
inserting search
search
criteria
criteria or
or create
create
aa new
new client.
client.
•• Select
Select the
the client
client
&
& then
then select
select
Next.
Next.
•• To
To create
create aa joint
joint
client,
client, view
view the
the
information
information in
in
the
the advice
advice link…
link…
Risk profiler
•• Select
Select aa quick
quick or
or
detailed
detailed
assessment.
assessment.
Quick assessment
•• Select
Select the
the
applicable
applicable risk
risk
level.
level.
•• To
To complete
complete the
the
portfolio
portfolio using
using
the
asset
the asset
allocator
allocator &
& fund
fund
selector
selector select
select
Complete
Complete
portfolio
portfolio
construction.
construction.
•• To
To finish
finish the
the
application,
application,
select
select Complete
Complete
application
application
details.
details.
Complete application details
•• All
All the
the details
details
need
need to
to be
be filled
filled
in.
Some
expand
in. Some expand
out
out to
to provide
provide
more
more options.
options.
•• Further
Further
information
information is
is
available
available in
in the
the
‘More
‘More
information’
information’ link.
link.
•• Once
Once complete,
complete,
select
select Next.
Next.
Fund selection
•• IfIf the
the user
user has
has
pre-defined
pre-defined
portfolios
portfolios set
set up,
up,
they
will
be
they will be
offered
offered as
as the
the
first
option.
first option.
•• Alternatively
Alternatively
funds
funds can
can be
be
selected
first
selected first by
by
Fund
Fund Manager
Manager
and
and then
then by
by
underlying
underlying funds.
funds.
•• Another
Another option
option is
is
to
to select
select view
view all
all
funds.
funds.
•• Once
Once complete,
complete,
select
select Next.
Next.
Investment allocation
•• This
This summarises
summarises
the
the pre-defined
pre-defined
portfolios;
portfolios; note
note
their
their amounts
amounts
can
can not
not be
be
edited,
edited, select
select
Next
Next to
to continue.
continue.
•• Select
Select Previous
Previous to
to
change
change the
the prepredefined
defined portfolio.
portfolio.
Summary
•• The
The summary
summary
page
page will
will enable
enable
the
the user
user to
to
review
review any
any of
of the
the
previous
previous steps.
steps.
•• ItIt also
also enables
enables
the
the use
use of
of P-scan
P-scan
&
& the
the ability
ability to
to
create
create aa Draft
Draft
client
client report.
report.
•• Generating
Generating aa
Final
Final client
client
report,
report, will
will lock
lock
the
the portfolio.
portfolio.
•• To
To complete
complete the
the
application,
application,
select
select
Application
Application
details.
details.
Application details
•• Depending
Depending on
on
the
options
the options
selected,
selected, the
the
detail
detail on
on the
the
page
will
expand
page will expand
to
to enable
enable the
the
user
user to
to view
view
additional
additional
information.
information.
•• Once
Once this
this page
page is
is
complete,
it
will
complete, it will
be
be possible
possible to
to
generate
generate an
an
illustration.
illustration.
•• Should
Should the
the user
user
wish
wish to
to return
return to
to
the
application
the application at
at
aa later
later stage,
stage,
there
there is
is aa Save
Save &
&
exit
option.
exit option.
•• Alternatively,
Alternatively,
select
select Next
Next to
to
proceed
with
proceed with the
the
application.
application.
Illustration
•• The
The illustration
illustration
document
document
generates
generates in
in aa
separate
separate browser
browser
window.
window.
Payment details
•• Proceeding
Proceeding with
with
the
the application,
application,
complete
complete the
the
Payment
Payment method
method
&
& select
select Next.
Next.
Payment details cont.
•• Whichever
Whichever
payment
payment method
method
is
is selected,
selected,
instructions
instructions will
will
be
be given
given to
to
ensure
ensure the
the
payment
payment is
is made
made
to
to the
the correct
correct
company.
company.
Application summary
•• The
The application
application
summary
summary gives
gives
the
the user
user the
the
opportunity
opportunity to
to
review
review the
the details
details
captured
captured in
in the
the
application
application &,
&,
where
where necessary,
necessary,
edit
edit it.
it.
•• By
By selecting
selecting Edit,
Edit,
the
user
will
be
the user will be
taken
taken back
back to
to the
the
relevant
place
relevant place
where
where the
the change
change
needs
to
occur.
needs to occur.
•• The
The user
user can
can then
then
either
proceed
either proceed
through
through the
the
remaining
remaining steps
steps or
or
jump
jump back
back to
to this
this
page
using
the
page using the GO
GO
TO
TO link
link at
at the
the top.
top.
Application summary cont.
•• There
There is
is another
another
opportunity
opportunity to
to
generate
generate an
an
illustration.
illustration.
•• To
To complete
complete the
the
application
application &
&
submit
submit it,
it, the
the
declaration
declaration
needs
needs to
to be
be
checked.
checked. Select
Select
Next.
Next.
Declaration
•• Ensure
Ensure all
all
mandatory
mandatory
information
information is
is
checked.
checked.
•• For
For more
more
information
information use
use
the
the scroll
scroll bar
bar on
on
the
the right.
right.
Declaration cont.
•• Note
Note that
that
evidence
evidence of
of
money
money
laundering
laundering has
has to
to
be
be captured
captured prior
prior
to
to the
the application
application
being
submitted.
being submitted.
•• There
There is
is aa Save
Save &
&
exit
exit option,
option,
should
should the
the user
user
wish
wish to
to return
return to
to
submit
submit at
at aa later
later
stage.
stage.
•• Access
Access the
the
application
application via
via
the
Pending
the Pending
items
items from
from the
the
home
home page.
page.
•• Once
Once the
the
application
application is
is
complete,
complete, select
select
Submit
to
submit
Submit to submit
the
the business
business to
to
Selestia.
Selestia.
Summary
•• Once
Once submitted,
submitted,
the
the information
information
is
is locked
locked for
for
audit
purposes.
audit purposes.
The
The application
application
can
can be
be viewed
viewed by
by
using
the
using the
Submitted
Submitted
applications
applications link
link
from
the
home
from the home
page.
page.
•• Links
Links to
to
supporting
supporting
documentation
documentation
are
are available
available at
at
this
point
this point
•• Return
Return to
to the
the
home
home page
page by
by
selecting
the
selecting the
Adviser
Adviser home
home
page
page button
button at
at
the
top.
the top.