When you add a plan to the plan summary step of a review section you'll be prompted to select the current investment strategy of that plan. It is not compulsory but if you do wish to include details of the underlying investment / funds of the plan within your report, you can
1. Select an existing current investment strategy you have previously created in a review section of this report from the Current Investment Strategy drop down menu, or
2. create a new one (further info below), or
You don’t have to include details of the underlying investment / funds within your report. If you leave the Current Investment Strategy drop down menu blank (i.e. --Please Select--), no information relating to the underlying investments / funds of the plan will be included within your report.
How to Create a Current Investment Strategy
To create a current investment strategy click add IS. You’ll be directed to a new page where you’ll be prompted to give the current investment strategy a name. The investment strategy name wont appear in your report, but it is still worthwhile giving it a sensible name e.g. Existing Transact Investment Strategy so it is easily identifiable should you wish to select it for other plans in the review sections, or clone it.
Having given the investment strategy a name, you’ll need to add the investments which make up that investment strategy.
To add an investment from your Investment Library, click add library investment.
To add an investment that is not saved in your library click add new investment.
Here are some examples of the sort of information you may typically provide for a variety of different investment types.
Empty columns will not be included within your report.
Once a current investment strategy has been created, it can be used by / shared with other plans in the review sections of that report. This not only saves time rekeying this information for each plan, but also avoids any unnecessary repetition within your report e.g. when a number of plans held on a wrap share the same investment strategy.
Having created a current investment strategy, you can edit its name or the underlying investments by selecting it and clicking edit investment strategy. You can also delete a current investment strategy by clicking delete.