The Trustee ECPI Election Minute can be generated from the Reports screen from the 2022 FY and onwards.
This minute is prepared to indicate the chosen method for ECPI calculation entered in the Fund Pension Policies screen.
How to prepare
|From the Main Toolbar, go to Reports|
1. On the left-hand side of the Reports screen, use the search bar to search for the Trustee ECPI Election Minute. Alternatively, locate the report under Letters/Minutes.
2. In the Search Result Reports section, select the green arrow to add the report to your Report Pack List.
3. To change the date on the report, click the Settings button in the Report Pack List.
4. Select SAVE.
Select Download PDF or Download Word . The Minute can also form part of a Report Pack. Refer to Reports.