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Hi All,

for what it’s worth i have created a wiki page that attempts to describe a minimum configuration for the consolidation of investments:

feel free to comment here or in the wiki. i believe you can also update the document directly if it can help the rest of us.



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  1. Eugene Khusainov

    I would also add the description of assignments of multiple characteristics in COI screens.

    But, anyway, what is done – is a very good job.

    Thanks, Gregory!


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