New Product Ideas

Task to rename a share Class and a task to cancel a share class

A client advised that the is no task to rename a NPV share class, you can only rename a PV share class during the process of Converting from PV to NPV. Clients require a task to rename a share class regardless if it is a PV or NPV share class and Secondly the require a task to cancel a share class for both PV and NPV share classes. Attached is the list of all Share related tasks, and the two mentioned by the client are not on that list

  • Guest
  • Oct 26 2020
  • Planned
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