Review Past Proposal

Review Past Proposal displays the list of past investment proposals. You can choose the list of past proposals available for the current year or the past year based on the selected value from the drop-down list. The list of past proposals available for the selected year is displayed.

To view detailed information on your past investment proposal, follow these steps:

1. On the Investment Proposal section, click Review Past Proposal. The Review Your Past Investment Proposal screen appears.


Review Past Proposal

2. Apply the Filter by selecting a value from the drop-down list. Based on the selection, you can view the past proposal list.
3. View your past investment portfolio details and then contact an advisor, if required. For more details on the Contact an Advisor process, click here.

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