Instruments details

Page's last update : 19 Dec 2024

Instruments Details / Actor and Instrument

Select an actor and an instrument at the top left of the screen

Instruments Details /Contact, notification and profile

Instruments Details / To start a search

• Select an instrument
• Choose a search parameter (name or codification)
• Select the desired instrument level (not mandatory)

Instruments Details / To search by Name

• Enter a value in the white cell to find all results available in the database containing that name
• Select the desired instrument level (not mandatory)

Instruments Details / Filter

Click on select a filter to refine the search

Instruments Details / Global view for a selected instrument

Functionalities

Instrument details / Hierarchy

Link to the fund tree view

Instruments Details / Data available

All data type are available on the main page

• Click on + to open a specific section

Instrument Details / Copying information

All information can be copied by navigating on the line and with a single click

Instruments Details /Third parties data type

The third parties data type shows every actor involved in the fund (Currently available at Fund and Sub-fund levels)

• Click on + to open a specific section