5. The Investment schemes page and its tabs

Open Investment schemes from the staff navigation menu.

The page has eight tabs. Each tab shows a count badge when something is waiting for action.

Tab	What it is for
Overview	The key facts and KPI figures for each scheme.
Members	The member register, and the queue waiting for verification.
Cooperatives	The cooperative register (SCAFI only).
Contributions	Recording money paid in, and the approval queue.
NAV	Recording the net asset value, and the NAV history.
Dividends	Declaring dividends, approving them, and recording the payouts.
Redemptions	Redemption requests, decisions, payouts and escalations.
Portfolio	Investments in enterprises, appraised and tracked.

5.1 Overview tab

For each scheme, the Overview tab shows:

• The type (Collective for SAIF, Cooperative for SCAFI), the operator mode, the issue price, the tenor and the status badge (Draft, Open or Closed).
• The facts: series size, cost of funds, withholding tax, redemption terms and the parties.
• The Register, NAV and dividends figures (explained in section 16).
• The Investment portfolio figures (explained in section 16).

5.2 Rules that apply on every tab

• A task that changes money always goes through two people: a maker, then a checker.
• Every change is written to the audit trail.