Functions for advisory review input
Module "Infront Advisory Solution consulting process"
Advisor→Advisorinput
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→owneror 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→RBAPortfolioadvisory review input
Result: The RebalancingPortfolio function delivers the target portfolio if suitable .
Module "Infront Advisory Solution consulting process"