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Adding a Partnership Interest Record

Within the Securities tab in Secretariat, records can be created under each primary category, such as equity classes and the kind of debt security. When adding a partnership interest, basic information concerning the partnership interest can be entered, as well as unit transactions and distribution information.

To Add a New Partnership Interest Record:

  1. Open the Entities module and add a new entity or edit an entity record.
  2. In the Entities Edit Mode, click the Securities tab.
  3. Click the New button and select Partnership Interest.
  4. On the Base Info tab of the Securities (Partnership Interest) page, enter information as needed.
  5. Click Save.

þÿ  Click the link on the Securities tab to enter additional information concerning the partnership interest.

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