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Investments, Set-up

Although in Durell you can do most things “on the fly”, it is advisable to do as much setting-up as possible in advance of entering your investments, as this will result in a greater level of consistency…

Set-up Insurers

Set up your investment product providers (e.g. Prudential), starting from the Main Menu…

See “Set-up Insurers, General & Life”.

Set-up Products

Set up your investment products (e.g. Prudential, Investment PEP), starting from the Main Menu…

See “Set-up, Products”.

Note that when creating new products…

If a company has a particular product called, for example, the “Rainbow Plan”, “Five Years Saving Plan”, “Flexible Plan” or “Freedom Plan”, then enter that as the product’s “plan name”. DO NOT enter the fund name as the product’s “plan name”.

Set-up Funds

Although you can create and maintain fund details manually, you are most strongly advised to subscribe to an automated data-feed service for investment fund prices. If you select the automated service you will have no setting-up to do. Otherwise, to set up your investment funds (e.g. the Prudential UK Growth fund), starting from the Main Menu…

See “Set-up, Fund Prices & Graphs”.

Set-up Clients

Set-up your clients (e.g. Bloggs, F), starting from the Main Menu…

See “Quick-start, Entering a Client”.