Planit:Apply Favourite Products
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This selection allows you to choose a portfolio of assets that you created from your favourites list. Please note that you must have set up some favourite lists in the “my favourite products” on the home screen before this option is available. Start by clicking the “Select” link under the “Add Favourites” beside the account you want.
You then will be presented a screen with all your Favourites Lists, you may then choose a fund you wish to recommend and hit the select button.