Difference between revisions of "Instruments details"

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Revision as of 09:43, 7 May 2020

E-file Homepage

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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Instruments Details / Actor and Instrument

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

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Instruments Details /Contact, notification and profile

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Instruments Details / To start a search

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

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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)

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Instruments Details / Filter

Click on select a filter to refine the search

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Instruments Details / Global view for a selected instrument

Functionalities


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Instrument details / Hierarchy

Link to the fund tree view


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Instruments Details / Data available

All data type are available on the main page

  • Click on + to open a specific section

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Instrument Details / Copying information

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

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

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