Investment discretion lets you classify the amount of discretion you have over an account using these options that match the definitions used on 13F reporting requirements:
- SOLE
- DFND
- Non-discreitonary
- OTR
Investment discretion will be used in future 13F reporting capabilities within Tamarac, but you can update these settings now using the following methods:
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Navigate to these fields by going to the Accounts page, clicking on the relevant account, then choosing Compliance in the Settings tab.
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To update many accounts at once, use the Account Information upload data set to update multiple accounts at once. You can use the Account Information bulk report to first get a report of existing settings and use this as a template for your upload. For more information, see Upload Bulk Data.
