A coverall flag is inclueded within the deal confirmation report, if you have placed a deal you can complete the below steps to check if the deal has coverall applied, if you have not placed a deal on the account please chat with a member of the team who will be happy to help you.
You can see if coverall is in place for a deal that has been placed, on the Secure Distributor Portal
- Go to search
- Report type = Deal Confirmation
- Date Range = Date to cover the transaction
- Move the tool bar at the bottom of the screen to find 'Unitholder Coverall' or 'Client Coverall' (colum