00:00: This guide provides an introduction to investment offers on the growth invest platform. 00:04: Including tracking applications in process via the proposals can ban Proposal 00:09: is the term that we use to cover all stages of the Investment journey. 00:13: From the initial application right through to the Investment appearing in the client portfolio. 00:18: Start by accessing the Investments section and selecting proposals from the drop-down menu. 00:24: On the proposals can ban you're able to view and track all live proposals across 00:28: your client base. Each tile represents an individual clients 00:32: investment into a product and we'll move through the can ban as the Investment progresses to completion. 00:37: This includes an indication in the bottom right hand corner as to whether funds need 00:41: to be transferred onto the platform for the particular investment. 00:45: If you wish to view a single client's active Investments select their name from the highlighted 00:50: drop-down list. 00:52: Investments in the proposed column either require approval before the Investment process 00:56: begins Or their health here until the product selector goes live. 01:00: This allows you to book build ahead of highly anticipated product launchers. 01:05: Investments in the in progress column require an investment application form to be 01:09: signed. To note By clicking on the tile you're able to see who 01:13: the document is with the signature. When it was sent to them. 01:16: And when it was last viewed. 01:19: Investments in the awaiting approval column or where applications have been signed And 01:23: now sit with the relevant fund manager for approval. 01:26: Once our team received the approval if the client funds are available. 01:29: They will automatically be transferred to the relevant custodian. 01:34: Investments in the awaiting confirmation columns sit with the fund manager to confirm 01:38: the allotment details Once these details have been confirmed the 01:42: Investment will be booked onto the client's portfolio details and the corresponding tile 01:46: will no longer be visible on the kanban. 01:50: Clicking on a tile will open up the detailed view of The Proposal Including details 01:54: on the application process the exact investment amounts And all fees that will 01:58: apply. 02:00: On the right hand side we can see the Investment details for the proposal including 02:04: the exact investment amounts and all advisor and platform fees that will be applied. 02:10: On the left-hand side you're able to see a timeline of the events completed to date. 02:14: For example here we can see when the application was approved. 02:18: And the date Funds were transferred to the custodian. 02:22: When an investment is initially made it may be listed as pending allotment. 02:26: On the client's portfolio for some investment types. 02:29: The client portfolio is accessed via portfolio details available 02:33: via the portfolio tab where you'll be able to see an entry for each investment. 02:38: As you can see on this particular investment a large proportion of the data is 02:42: marked as pending. As prior to allotment this is not available. 02:46: Once the allotment has been confirmed by the fund manager the Investment will appear in 02:50: full on the client's portfolio details page. 02:54: For further information about the growth invest platform. 02:57: Please review our other educational materials or speak to a member of our team.