To recap the PDF Investment Policy Statement creation process:
- Create a new Investment Proposal (Client)
- Complete the Client Questionnaire
- Select a Model Portfolio (optional)
- Customize to create a bespoke Portfolio for your client
At the point of customization, ProStation will prompt you to balance the Portfolio you have created against the Asset Mix recommended by the Questionnaire.
Add/remove holdings and change instrument allocations to match your client's risk tolerance. The Proposed Portfolio will automatically update as you make alterations.