Best Practice for activating a CZ portfolio in both NZ and IZ (DRAFT)
Owning group | ERES |
|---|---|
Type of documentation | Practice and Documentation |
As-of date | Sep 27, 2023 |
When the same CZ portfolio is activated in both the IZ and the NZ, the IZ coverage statement appears in Primo VE and effectively overrides the NZ coverage statement. If the IZ chooses to use the same CZ portfolio as the NZ to track perpetual coverage (post-cancellation access) or local holdings prior to a CDL purchase, the IZ portfolio must be made not available.
Example
How to find duplicate activations (link)
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