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How to delete an Investment case
How to delete an Investment case
Updated over 4 months ago

To delete an investment case, you can follow these steps:

1. Open the investment case that you want to delete.

2. Once you have opened the case, select the option to edit the investment details.

3. Look for the delete icon, which is usually represented by a bin or trash can symbol. This icon is located at the top of the page.

4. Click on the delete icon to remove the investment case from the system.

By following these steps, you will be able to delete the investment case.

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