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Investment simulation - Execute - Provide minutes

Click the calendar icon to quickly select the date on which the investment advice minutes were provided and enter the time in the format hh:mm. To confirm that the investment advice minutes were or will be provided to the client, select the "Minutes were/will be sent/handed over".

For the meeting in person, the date is when the investment advice minutes were handed over, for the investment advice by phone the date when the minutes were send.

In the free text field, you can also add comments on the providing of the minutes.

In the "Documents" section, you see the generated documents (investment advice minutes, product documents and so on) that you can open by clicking.

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