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Holder master data

The master data largely corresponds to the master data or properties of the holder in Infront Portfolio Manager. In addition to the actual master data like name, holder number or the "Created on" data, you can view various other holder data in the "Contact", "Reporting" and "Tax details" categories.

The user-defined fields created in Infront Portfolio Manager for holders are also available.

The historicised master data can also be viewed by clicking "History".

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