Switching between Solvency Minutes and a Solvency Resolution

Question

How can I change from having Solvency Minutes to generating a Solvency Resolution?

Answer

Within Annual Statements in Corporate Messenger, there is an option to change the settings of the particular Annual Statement via "Refresh". 

1. Navigate to Corporate Messenger > Annual Statements

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2. Select "Refresh"

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3. Select a Solvency Resolution or Solvency Minutes - what you select will depend on your client's circumstances. Click "Save" to apply the changes.

 

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4. The updated Solvency Resolution/Minute will appear in the "Documents Available" section of the Collaboration Page.

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Further information

An overview of Minutes and Resolutions 

 

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