How do you insert the Model Portfolio into the document?

Modified on Sat, 08 Apr 2017 at 03:12 PM

Within the Investment and Retirement Advice sections, the user must select the 'Funds Recommendation' sections.

Within the 'Funds Approach' drop down question on the page, the user must select 'Model Portfolio' or 'Portfolio Managed by DFM'. (If the user selects the answer 'Portfolio Managed by DFM', the subsequent question 'Use Model Portfolio' must be selected as Yes, otherwise, the Model Portfolio will not appear within the Report).

Under the section 'Select Your Model Portfolio', after the user has chosen what Manager and Portfolio they would like to use, it is important to select Yes on both subsequent drop down questions to ensure the Model Portfolio is used in the Report: 'Include Fund Chart? and Include Asset Chart? (These questions discussed have been highlighted within the screen captures below).

How to select the Model Portfolio in the Wizard and to ensure it will be displayed in the Report:

This is how the Model Portfolio will be displayed in the Report:

* In this example we have used the 'Portfolio managed by DFM' method of inserting the Model Portfolio within the document. This option is only available within Investment Plans; within the other sections this process is only available via 'Funds Approach: Model Portfolio'. This process is demonstrated in this FAQ within 'Migration Considerations: Model Portfolio Charts'.