How to edit an Investment case

To make changes to an investment case, you can follow the steps outlined below:

1. Open the investment case: Begin by accessing the specific investment case that you wish to edit. This can be done by searching for the client on the cases page.

2. Click "Edit Investment" on the summary page: On this page, you should find a button labelled "Edit Investment." Click on this button to proceed with editing the case.

3. Amend the details and save: After clicking on "Edit Investment," you will be directed to a screen where you can make the necessary changes to the case. Once you have made the desired amendments, remember to click on the "Save" button to ensure that your changes are recorded and applied to the investment case.

By following these steps, you will be able to successfully edit an investment case and update any necessary information or details.