Bookmark this page Print this page

Investments, Non-Unitised Contracts

If an investment is non-unitised then in the “Investment” drop-down field (at the bottom left of the “Policy” screen, as shown below) you should select “Non Unitised”…

Then after you have moved onto the “Transactions” screen by clicking the black “Curve Right Arrow” button you should just enter values in the summary fields at the bottom, as illustrated below…

Optionally you can choose to add non-unitised fund details (by clicking the “Add” button), though for obvious reasons you won’t be able to enter the number of units, as shown below...

…though you do end up with a list of the funds, as shown below.