Difference between revisions of "Instruments details"

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= E-file Homepage =
<small>''Page's last update : {{REVISIONDAY2}} {{CURRENTMONTHABBREV}} {{REVISIONYEAR}}''</small>
 
Step 1: Connect to E-file
 
'''https://www.e-file.lu/e-file/'''
 
Step 2: Enter your e-file login credentials (user name and password) and click the Access button
 
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= LaunchPad =
 
Select the Instrument details module
 
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__TOC__




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*Select the desired instrument level (not mandatory)
*Select the desired instrument level (not mandatory)


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*Select the desired instrument level (not mandatory)
*Select the desired instrument level (not mandatory)


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Click on select a filter to refine the search
Click on select a filter to refine the search


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*Click on + to open a specific section
*Click on + to open a specific section


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


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=Instruments Details /Third parties data type =
=Instruments Details /Third parties data type =
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* Click on + to open a specific section
* Click on + to open a specific section


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Latest revision as of 15:30, 19 September 2024

Page's last update : 19 Sep 2024


Instruments Details / Actor and Instrument

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

Picture3.png


Instruments Details /Contact, notification and profile

Picture444 2.png


Instruments Details / To start a search

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

Picture5.PNG



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)

Capture6.PNG



Instruments Details / Filter

Click on select a filter to refine the search

Picture7.PNG



Instruments Details / Global view for a selected instrument

Functionalities


Picture8.PNG



Picture9.PNG



Instrument details / Hierarchy

Link to the fund tree view


Instrument Detail-H445.png



Instruments Details / Data available

All data type are available on the main page

  • Click on + to open a specific section

Picture10.PNG



Instrument Details / Copying information

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

Picture11.PNG



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

Picture12.PNG