Investment simulation - Record

In the "Record" subactivity, you record all investment-relevant information to be included in the "Investment advice minutes" report. For example, you define the occasion and the content of the meeting. Also, you define the asset components and the corresponding portfolio restructuring. The investment decisions are subjected to an appropriateness and a suitability test and simulated in a target asset summary. Next, you enter the product-specific information on risks and costs as well as the information material provided to the client. From this and other data, the corresponding "Investment advice minutes" report is created.