How do can I update the "For Enquiries" section on the Member Statement?
The contact information is pulled from the contact information of the Fund Administrator under Fund Relationships. If the contact information of the Fund Administrator is not available, it will default to the fund's contact details.
To update this section and reflect the Fund Administrator's details:
Navigate to Fund Level > Fund > Fund Contacts
- Click on "Relationships" tab
- Click on "Related People" tab
- Click on the horizontal ellipsis button for required administrator
- Click on Make Default
Refer to User Guide Member Reports for more information