Field help:
Would you like to record the details for specific investment funds separately? (individual entry)
Select "yes" if you wish to record the details for each individual investment fund separately and in detail.
With individual entry, you can:
- Specify purchases and sales for each fund
- Record distributions received
- Have the advance lump sum calculated automatically
- Specify profits and losses for each fund
Tip: You can find the required information in the annual statements from your custodian bank or the income statements from your fund provider – the relevant data is listed separately for each fund.
