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Accounts/Workflows (10)

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New Product 1 1 2 3
New Product 1 1 10 3
New Product 1 99 2 3
New Product 1 101 2 3

Account Selector (3)

Locked Draft Notes Account ID Primary CRM
Locked Draft Notes 00ABCD00 Primary CRM
00WCDD00* Primary CRM
Locked Draft Notes 00RFCDD00 Primary CRM
Client Details Account Details Account Exhibits Account Structures Node Details CRM Process View

Search Account Structures Template

Account ID: 00ABCD00
Search Results:
8These 1st 4 are formatted so that the
9items line up regardless of numbering.
10May not be necessary?
25Still have to add links.
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Template Review:
  • Total Account
  • UK Equities
  • Global ex UK Equities
  • UK Index Linked
  • UK Government Fixed Interest
  • Global Tactical Asset
  • Market Absolute Return
  • Currency Absolute Return
  • Cash