Editing a position agreement


  1. In the menu ribbon click on Strategy and then Position Agreements

  2. You'll be taken to the list view of all of your position agreements. To edit an existing position agreement, either click on the name or the edit icon on the right


  3. To edit a section, click the edit icon on the right of the section heading.


  4. A pop-up text editor will appear where you can edit the content. Make your changes and click save

  5. You've now edited your position agreement. You can download a new copy of your position agreement by clicking the Download button in the top right


Removing a position agreement


  1. In the menu ribbon click on Strategy and then Position Agreements

  2. You'll be taken to the list view of all of your position agreements. Click on the delete button on the right of the position agreement you wish to removeDelete button

  3. A pop-up will appear to check you are sure - deleting a position agreement cannot be undone. Click Confirm

  4. Your user has now been deleted