Edit or Change a Fund in an Event

Edit or Change a Fund in an Event

1. From within a client’s policy, click the “Signpost” button, then scroll across on the “Fund”.
2. 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

1. To replace a fund in an event, double click a row in the event list
   
2. Then, use “Delete” and then “Add” to remove one fund from the vent and then add another
   
3. This should not be used to trade money between funds but to correct an entry where a fund has been entered incorrectly.