Create a New Fund

1. When inputting Funds into Durell, you will need to ensure that the fund is created correctly, otherwise contracts may not revalue or give you error messages while working within them. This guide will show you how to create a new fund.
2. Once you are in a policy where a new fund needs to be added, you must first go to the “Funds” screen. This is the screen with the “Contract Summary” at the bottom

1. Once on the Fund screen, click on the “New” button, then on the little arrow next to the “Fund Code” box and finally on “New”
   

1. In the new window that appears, key in as much information about the fund as possible. The key fields are “FinExpress Code”, “Type” and “Name”. Once input, click “Save”
   

1. Once you have clicked “Save”, you can input a price for your new fund. Click on “Add” at the bottom of the window. Input the date the fund was priced at, followed by the Bid Price and click “OK” to save.
   

 

1. The fund you have just created will now display the pricing you have entered.
   

1. You will now be able to use this fund elsewhere in Durell but much more quickly.
   
2. To find this fund again, in a different Fund screen, click on “New”, then on the arrow to the right of “Fund Code”.
3. Input the fund code in the Fund Code field and click the little Green Binoculars button to search for it. Your new fund should now appear.

• Related Articles

• Edit Fund Names

  Double click a fund row in a policy to display the Fund Window. Then, click on the arrow to the right of the fund code. In the new window that appears, click on “Edit”. Now edit the fund name. Changing it in this field will prevent the revaluation ...

• Updating Fund Prices

  In order to greatly reduce the chance of errors during price updates, please maintain the FinExpress data base first. With everyone signed out of Durell, press the Windows key and “R”. In the new box that appears, type the following command in and ...

• Obtaining Contact Info by Fund Held

  From the Durell front screen, click on “Reports” button. On the “Life” tab, select the “Funds Held” report and click “Proceed” In the new window that appears, set the options as seen in the following image. You target people with a specific fund by ...

• Edit or Change a Fund in an Event

  From within a client’s policy, click the “Signpost” button, then scroll across on the “Fund”. Click on “Edit” and you will be presented with a window where you can change the name of a fund but keep the fund itself To replace a fund in an event, ...

• Contract Enquiry - Bulk Revaluations

  This guide will show you how to create and save a Bulk Runner request, which will automatically update the values of every contract you have included. When proceeding through this for the first time, we would strongly recommend only selecting a ...