What happens to a draft filing when an investment fund is added or removed from the group?
If investment funds are added to an investment fund group while a filing is being completed or when the filing has been saved as ‘draft’ and the user returns to complete the filing later, the list of funds available for selection will be expanded with the newly added fund and it can be selected and added to the filing.
If investment funds are removed from the investment fund group profile while the filing is being completed or when the filing has been saved as ‘draft’ and the user returns to complete the filing later, the user will need to uncheck the funds that have been removed from the investment fund group, if those funds are no longer part of the filing. Upon submission of the filing, the system will validate that all selected funds are still valid and exist in the investment fund group profile.