Functions for advisory review input
Module "Infront Advisory Solution consulting process"
Advisor→Advisor
input
Result: If permitted
, the Advisor
function returns the advisor or default.
Module "Infront Advisory Solution consulting process"
Advisory review input.attachment proposal→attachment proposal
Result: The investment proposal
function returns the investment proposal that was transferred as a parameter for appropriateness / permissibility
, or default.
Module "Infront Advisory Solution consulting process"
Advisory test input.owner→owner
or interested party
Result: The Owner
function returns the owner or interested party that was passed as a parameter in the case of appropriateness
, suitability
and permissibility
, or Default.
Module "Infront Advisory Solution consulting process"
Consultation check input.person→person
Result: The Person
function returns the reassigning person or default.
Module "Infront Advisory Solution consulting process"
Consulting audit input.portfolio→Portfolio
Result: The Portfolio
function returns the portfolio concerned.
Module "Infront Advisory Solution consulting process"
RebalancingPortfolio→RBAPortfolio
advisory review input
Result: The RebalancingPortfolio
function delivers the target portfolio if suitable
.
Module "Infront Advisory Solution consulting process"