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CCH Software User Documentation

About Lloyd's Income from Securities

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Use the Lloyd's Income from UK securities section to enter investment income.

Lloyd's Income Window Details

There are three tabs that allows you to enter the following:

The Lloyd's Income from UK securities section contains the following common fields:

  • Lloyd's fund
    Select the investment type from this pull-down.

  • Company name
    Enter the name of the investment company or use the pull-down to select it from the common database.

  • Description
    Use this field to describe the shares purchased. For example, 25p Ordinary Share.

  • Date disposed
    Specify the date that the investment was sold.

 

 

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