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Effect on the view of various securities account objects

In the views of holders, portfolios, accounts and securities accounts, the client meeting ensures that only the client-specific information is visible.

Prospects

In the master data of prospects, internal information is hidden, for example the "Prospect evaluation" and "Prospect status" fields.

Portfolios

In the master data of portfolios, in particular, confidential data on advisors, for example the birthday or the private phone number.

Persons

Links between holders or prospects not related to the current client meeting may not be shown. This is true for the link under "Linked objects" in the navigation pane as well as the list of the linked holders and prospects in the master data view.

Activities

In the activity view, the client meeting ensures that no information is shown that the client must not see.

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