Instruments details

From E-fileWiki
Jump to navigation Jump to search
The printable version is no longer supported and may have rendering errors. Please update your browser bookmarks and please use the default browser print function instead.

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

Picture1.png



LaunchPad

Select the Instrument details module

Picture2.png



Instruments Details / Actor and Instrument

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

Picture3.png



Instruments Details /Contact, notification and profile

Picture444 2.png



Instruments Details / To start a search

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

Picture5.PNG



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)

Capture6.PNG



Instruments Details / Filter

Click on select a filter to refine the search

Picture7.PNG



Instruments Details / Global view for a selected instrument

Functionalities


Picture8.PNG



Picture9.PNG



Instrument details / Hierarchy

Link to the fund tree view


Instrument Detail-H445.png



Instruments Details / Data available

All data type are available on the main page

  • Click on + to open a specific section

Picture10.PNG



Instrument Details / Copying information

All information can be copied by navigating on the line and with a single click

Picture11.PNG



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

Picture12.PNG