Edit an Agreement (Executing Perspective Only)

When viewing an agreement, you may edit the details.

  1. To edit an agreement:
  2. 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.

  1. Edit the Agreement Details.
  2. Select Update.
  3. Select Apply Changes.

You will receive a confirmation message indicating that the system has accepted the change.