The attached IFA and DFM User Guides is to be used to support the latest version of the Multiple Investment Strategies (MIS) features available in the Web Portal (@April 2023)
Note - To convert a standard existing account to MIS, please complete the attached MIS Instruction template and raise a Freshdesk ticket and we will action it for you.
After MIS Creation: If you require the sub-account portfolios to be in-line with the new model allocations, kindly instruct a rebalance over the portal to get these changes reflected on the accounts, if the models belong to DFM then kindly confirm for us to proceed.
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