This article is a continuation of In-House Discretionary - Funds
The compliance tab can be found within In-house discretionary portfolios.
Compliance can be found in the tabs at the top of the portfolio, as seen below:
This area allows you to add a compliance summary for the portfolio (This is an optional)
An efficient frontier graph displays where the portfolio sits against the risk categories:
Charges can be found on the right side of the screen:
If any changes need to be made to the Charges, edit them in the Details tab.
For further information on In-House Discretionary Portfolio, see article In-House Discretionary - Asset Allocation
