New Investment Web Form Viewer

Overview of IL373UPD

The New Investment Web Form Viewer allows you to review new investments purchased via your organization's Online-CEF site. To review these forms:

• From the DDI-Connect main menu, double-click Web Forms
• Double-click Web Form Review/Approval
• From the Web Form Review/Approval screen, select Investments (or all products) in the Product field and Unapproved in the Status field. The system will display all unapproved investment forms:

To review a form, double-click it or click it once to highlight and then click the View button on the toolbar. The Web Form Viewer will launch:

This screen has three tabs, each of which should be reviewed before you approve or deny a form.

Investor tab

The investor tab displays the following information:

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