Infront Advisory Solution

Holder profile

AS_holder_portrait_EN.png

In the holder view, the holder's profile is shown below the navigation toolbar. The following information is shown, if available:

  • AS_holder_DE.png Type of securities account object (here: holder)

  • Holder name

  • Holder number

  • Address

  • Further contact information

  • "Created on" data of the holder from the holder properties

  • AS_icon_alert_DE.png Alerts

  • AS_icon_data_state_DE.png Data status