Actions taken by Class:
- Product Label Update : North
- Do Not Load Before Date : 14 July 2025
Note, removing this date and requesting historical transactions from the data feed provider may result in duplicate transactions prior to this date.
The following instructions may vary depending on how North accounts are currently processed in your business.
1. Manual consolidation of bank accounts
If you have created individual cash accounts for each SMA and manually processed the cash transactions in Class, you must now consolidate these by:
- Processing a cash transfer out from each SMA cash account
- Processing a cash transfer in to the main cash account
2. Segregation of a single line asset or custom holding account
If AMP North accounts have been recorded as a single line asset or a custom holding account, and you wish to receive investment data feeds, you will need to segregate or deblob the holdings to enable feed compatibility.