Feature Summary

^An investment code must be added for each cash account. Refer to Evans and Partners cash codes.
#Please refer to Additional Information for electronic signatures, SMA and Managed Portfolios
*This feed supports history only on initial activation.

Configuration Process 

Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform  Feed 

1. Enter the account information as per the statement:
   

   Field Name	Field Description	Example
   Account number*	This is the Evans and Partners account number. Format: 6-7 digits leading with"X"	Account Number: X123456
   Product	Set to "Evans and Partners"	Evans and Partners

   *Account numbers starting with "LE" are not valid for the purpose of setting up a data feed in Class. If you need help please refer to Finding my Evans and Partners X Account Number.

2. Ensure that you link existing holding accounts (including cash accounts) relating to this account under the Holding Accounts section by ticking each checkbox.
   

If all the relevant holding accounts are not linked the system will create new investment accounts which could cause duplication of investment accounts that can be challenging to correct.

Authority Process

1. In the Data Source section, click the "Generate" button. The authority form will be generated.
2. Print the Authority Form. Arrange for the account holder to fill in the date, name and signature with wet-ink on the form.
3. Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider"
4. It is not required to send the authority form to the provider directly.  Class will forward  to Evans and Partners automatically once the Authority Form is uploaded.

1. You can expect data to load automatically within ten business days.
2. Authority forms dated 90 days after signing are not accepted by the provider. Please upload a newly signed form.

Additional Information

• Electronic Signature - Only DocuSign electronic signature is supported. You must attach the certificate of compliance alongside the authority form to allow the provider to verify the signature.
• SMA Support - Transactions and Income related to holdings held within an SMA are included in the Evans and Partners data feed to Class. Evans and Partners allows flexibility in the selection of parcels to be sold regardless of if held within an SMA. Class does not create separate holdings for each SMA and instead consolidates holdings with the same security to ensure the same level of flexibility can be applied when selecting how the parcels are to be sold.
• Managed Portfolios - This data feed does not support Managed account structures. The data for each managed account will still load into Class but the Managed portfolio numbers will not be visible.