UCITS Cross-Border Notifications Migration: Difference between revisions
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<div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div> | <div style="text-align: right; direction: ltr; margin-left: 1em;">[[Welcome_to_e-file_and_Fundsquare_FAQ|Home page ]][[File:Home.png|Return homepage|link=Welcome_to_e-file_and_Fundsquare_FAQ]]</div> | ||
= | =Main Page= | ||
[[File:Main Page My Last 50 Notification After.PNG|800 px]] | |||
==HomePage== | |||
[[File:HomePage-Action buttons Before-After.PNG|800 px]] | |||
==Rejected notifications== | |||
[[File:Rejected Notification_After.PNG|800 px]] | |||
== | ==Main Page – Notification Search - Filters== | ||
[[File: | [[File:Notification Search-Filters Before-After.PNG|800 px]] | ||
=Notification Process= | |||
==Fund Selection== | |||
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===Filters=== | |||
[[File:Fund selection-Filter=After.PNG|800 px]] | [[File:Fund selection-Filter=After.PNG|800 px]] | ||
==Marketing of Shares== | |||
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===Filters=== | |||
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===Select Cells=== | |||
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===Manage Country=== | |||
[[File:Marketing of share - Manage Country = After.PNG|800 px]] | [[File:Marketing of share - Manage Country = After.PNG|800 px]] | ||
==Document Management== | |||
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===Manage all documents=== | |||
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===Import=== | |||
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===Set Bulk Parameters=== | |||
[[File:Set Bulk Parameters.PNG|800 px]] | [[File:Set Bulk Parameters.PNG|800 px]] | ||
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===Fundsquare Library=== | |||
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===User Library=== | |||
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[[File:User Library = Before-After.png|800 px]] | [[File:User Library = Before-After.png|800 px]] | ||
==Notification Letters and transmission== | |||
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===Errors=== | |||
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===View Content=== | |||
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===Complete the Letter=== | |||
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=De-registration= | |||
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==Fund selection== | |||
Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister” | Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister” | ||
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===Select a Country=== | |||
The user must select the wanted country | The user must select the wanted country | ||
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===File Selection and De-registration=== | |||
The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”. | The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”. | ||
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===Confirm or Cancel=== | |||
The user can confirm or cancel the de-registration | The user can confirm or cancel the de-registration | ||
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[[File:2.3.2.3 – Confirm or Cancel.jpg|600 px]] | [[File:2.3.2.3 – Confirm or Cancel.jpg|600 px]] | ||
===Confirmation pop-up=== | |||
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===Feedback=== | |||
Any feedback from the CSSF will be found in the Transmission follow-up. | Any feedback from the CSSF will be found in the Transmission follow-up. | ||
Revision as of 14:09, 11 August 2021
Main Page
HomePage
Rejected notifications
Main Page – Notification Search - Filters
Notification Process
Fund Selection
Filters
Filters
Select Cells
Manage Country
Document Management
Manage all documents
Import
Set Bulk Parameters
Fundsquare Library
User Library
Notification Letters and transmission
Errors
View Content
Complete the Letter
De-registration
The user can start a de-registration by clicking on “De-registration” button.
Fund selection
Upon click on “De-registration” the user must select one of the funds. There is an action: “Deregister”
Documents Settings and Transmission
Select a Country
The user must select the wanted country
.jpg)
.jpg)
File Selection and De-registration
The user should “Drag&Drop” or “Browse” the zip document and click on “De-Register”.
Confirm or Cancel
The user can confirm or cancel the de-registration
Confirmation pop-up
By clicking on “Transmission follow up module” the user is redirect to this module.
Feedback
Any feedback from the CSSF will be found in the Transmission follow-up. These are in 3 files:
1. NOTFBR
2. NOTFDB
3. NOTFBH