Hold position
Requires account status, opportunity status, document check, and approval note.
Edinburgh HQ · Istanbul / London bridge
Records maintained.
Allocation Options
Capital movement needs a record.
When a market, branch, or account changes status, the investor should see the available allocation option and review path.
Reallocate
Requires account status, opportunity status, document check, and approval note.
Move to pool
Requires account status, opportunity status, document check, and approval note.
Hold credit
Requires account status, opportunity status, document check, and approval note.
Request exit review
Requires account status, opportunity status, document check, and approval note.