BGL Monthly - June 2008 - Simple Invest

Simple Invest Version 6.0 (28/05/2008) is currently available on our web site. To download the latest update, please log in to the BGL Client Centre.

Please review the full installation instructions available from the BGL Client Centre before running this update.

In this update we have added the new merger and demerger facilities to enable our clients to process those corporate actions in an accurate, fast and reliable way. They have been added to the Additional Functions available within the Transactions Search screen.

This new demerger process will make the time consuming and often complex task of processing corporate demergers much easier. The screen provides users the ability to automatically process demergers where a company has split into two entities and has chosen to apply CGT rollover relief.

The demergers screen provides users with the ability to input mergers where a company takes over another entity and has chosen to apply CGT rollover relief. Users need to ensure they have input all purchase details up until the date of the merger for the existing entity.
We have also improved the Register Selection screen to enable multiple registers functions such as updating and deleting registers. The update also contains an improvement to the disposal deletion process as well as all the current bug fixes.

Please refer to the latest features document available in the BGL Client Centre for all new features and bug fixes available in version 6.0 dated 27th of May 2008.


Tip of the Month

Did you know that you can change the way you preview and print investment reports in your Simple Invest?

To change the Asset Report fonts and margins, select Defaults in Administration and than hit Reporting tab. In the Reporting screen you can select desired reports font and margins. In addition, there is a default option whether to display the thumbnails on the reports preview screen.


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