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 

 If the relevant holding accounts are not all linked, the system will create new investment accounts. This can result in duplicate accounts that are difficult to correct

Authority Process

1. In the Data Source section, click Generate to create the authority Form.
2. Print the Authority Form. 
3. Have the account holder complete the date, name, and signature using wet ink unless using DocuSign.
4. Click Upload to upload the authority form. The status of the feed will update to"Waiting on Provider."
5. You do not need to send the Authority Form to the Provider. Once uploaded, Class will automatically forward it to Evans and Partners.

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 - 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.