Quarterly Report
The quarterly report is a financial statement published every quarter.
#### How to generate the Quarterly Report PDF?
You can generate the Quarterly Report PDF in two different ways:
1. Click on Portfolios and select the portfolio of your choice
2. Click on Actions
3. Click on Quarterly PDF
4. In "Other comments" add the comment you want
5. In "Select Available Quarter", select the Available Quarterly report of your choice.
6. A general comment appears. It contains all the information and calculus about Appropriateness, Suitability...
7. Click on Submit
8. Your Quarterly Report PDF has been generated
Or:
1. Click on My Account and then Company
2. Click on Publisher
3. In Portfolio, click on "Quarterly Data"
4. Add a description
5. Click on Launch
6. Your Quarterly Report PDF has been generated. You can find it in Documents.
#### Where is the generated PDF?
1. Click on Portfolio
2. Click on Documents
3. Your Quarterly Report PDF will appear
#### How to generate the Quarterly Report PDF?
You can generate the Quarterly Report PDF in two different ways:
1. Click on Portfolios and select the portfolio of your choice
2. Click on Actions
3. Click on Quarterly PDF
4. In "Other comments" add the comment you want
5. In "Select Available Quarter", select the Available Quarterly report of your choice.
6. A general comment appears. It contains all the information and calculus about Appropriateness, Suitability...
7. Click on Submit
8. Your Quarterly Report PDF has been generated
Or:
1. Click on My Account and then Company
2. Click on Publisher
3. In Portfolio, click on "Quarterly Data"
4. Add a description
5. Click on Launch
6. Your Quarterly Report PDF has been generated. You can find it in Documents.
#### Where is the generated PDF?
1. Click on Portfolio
2. Click on Documents
3. Your Quarterly Report PDF will appear
Updated on: 23/08/2024