Table of Contents

1. About This Manual

  • 1.1 Introduction
  • 1.2 Related Documents
  • 1.3 Audience
  • 1.4 Organization
  • 1.5 Conventions Used in this Manual
  • 1.5.1 General Conventions
  • 1.5.2 Keyboard Conventions
  • 1.6 Glossary of Icons
  • 1.7 Abbreviations and Acronyms
  • 1.8 Getting Help

    • 2. Distributor Installations

  • 2.1 Distributor Installations
  • 2.1.1 Features of Distributor Installations
  • 2.1.2 Mapping Entities to Distributor
  • 2.1.3 Investor Account Preferences
  • 2.1.4 Transactions for Unit Holders
  • 2.1.5 Switching Logic
  • 2.1.6 Funds at a Distributor Installation