Assign Investment Disclosure Information
- Nancy Cohn (Deactivated)
- Kinga Huszno
Owned by Nancy Cohn (Deactivated)
You can assign, edit, delete, and list Investment Disclosure Information to related securities, as required by the NAIC. You can add special deposit information to display on Schedule E Part 3 for a lot designated as a Special Deposit. You can mark a security for inclusion on DL schedules. You can pledge a security as derivatives collateral on the DB-D schedules.
You can create, edit, delete, and list disclosure information for designated positions using the options in Accounting Center via Setup > Insurance > Investment Disclosures.
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