Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment:
If this is the only investment, you can proceed to the Check-In stage.
If you have multiple investments, you will need to review each investment separately:
Repeat the review process, completing the Capacity for Loss statement before marking as reviewed.
All investments have been reviewed, proceed to the Check-in screen.
See article Client Check-in
