Edit an Agreement (Executing Perspective Only)
When viewing an agreement, you may edit the details.
- To edit an agreement:
- From the Select Action drop-down, select Edit.
Note: Only Executing firms may edit an agreement.
Note: The executing firm cannot modify the Executing Firm or the Agreement Reference Number.
Note: The Inter-FCM Agreement indicator can only be changed if there are no associated cash adjustments.
- Edit the Agreement Details.
- Select Update.
- Select Apply Changes.
You will receive a confirmation message indicating that the system has accepted the change.