A. We have designed Globe HySales to be intuitive and easy to use. Most people who have any level of familiarity with Windows software programs are able to easily figure out the program with little or no coaching simply by trying out the various features. 

For the user that wants more detailed information, a complete help system is available in the software. Select "Help Topics" from the Help menu at any time. Click on "Contents" to browse through the chapters and read about any topic you choose, or "Index" to look up help files by subject. Any help topic may be printed by selecting the "Print" button.

Finally, for novice users, we have provided a "Quick Start" feature that lists all the major features and important concepts in the program in an easy to understand graphical menu format. Simply click any of the buttons to get started. Globe HySales will either open the help file to the topic of interest or, in the case of program features, automatically switch to the selected feature and display a step-by-step list to walk you through it and teach you how it should be used.

By default, Globe HySales always starts up with the Quick Start view, and this may be the best place for even experienced Globe HySales users to begin to familiarize themselves with this new version. Once you have mastered the program, you can turn off Quick Start so that Globe HySales starts up in the spreadsheet view by clearing the checkbox at the bottom of the screen.

Q 2. What is a ‘View’?

A. The use of ‘views’ is a fundamental concept in Globe HySales. Once you understand the concept of views, you will be able to navigate through HySales quickly and easily. Each major HySales function is accessed via a ‘view’ named for that function. Unique to HySales, the view concept allows you to select a group of funds and switch from one view to another with the click of one of the view buttons. For example, if you want to create a hypothetical illustration, click on the hypothetical view button. You can also switch views using the drop-down list box on the main toolbar.

Q 3. How do I select or delete more than one security at a time?

A. You can select multiple securities simply by holding down the <Ctrl> key on your keyboard while selecting the desired securities with your mouse. If you want to select multiple consecutively listed securities, click on the first security you want and, holding down the shift key, click on the last security that you want. The list of securities in between will be selected. This can be done in both the spreadsheet and the contents tab of the view settings for each view.

Q 4. How do I personalize my reports and put my client’s name on them?

A. From any view (except the Quick Start View), select ‘Print’ from the drop down menu and enter your client’s name in the ‘Prepared For’ dialog box. When your document prints out, your client’s name will appear on the cover page.

Q 5. Can I create a list of funds that I can use on a regular basis?

A. Yes. In the spreadsheet view, highlight the funds you want to select. Click the 'Remove Items' button (minus sign in menu bar) to remove the others. You can also use the filter to select your list based on your desired criteria. Select ‘Save list’ from the ‘Spreadsheet’ drop down menu and name your file in a specified directory. (Note: To get back to a full database, select ‘Clear list’ from the ‘Spreadsheet’ drop down menu.)

Q 6. How do I compare a 6% fixed rate to a specific security?

A. Click the hypothetical button. Select ‘indexes’ from the ‘Select from’ section. Type ‘fixed rate 6%’ in the ‘Search for’ dialog box and highlight your choice. Click the right-arrow button to move the index into the selected items list. Next, from the ‘Select from’ section, type the name of your desired security in the ‘Search for’ dialog box and highlight your choice. Again, click the arrow to move it. Finally, select ‘Comparison’ in the ‘Type’ section and click OK.

Q 7. I am trying to do a hypothetical illustration and there’s a tutorial box on screen. How do I get rid of it?

A. Close the tutorial box by choosing ‘Close’ from the ‘File’ drop down menu. The tutorial appears because you entered the Hypothetical View by clicking on the ‘Shortcut to Features’ icon from the Quick Start View. Once you have mastered the features and no longer need the tutorials, deselect the box that reads, ‘Start up with this view next time I use HySales’ on the bottom of the Quick Start screen. Next time you open HySales, it will automatically open in the Spreadsheet View. To create a hypothetical, click the Hypothetical button on your tool bar. (Note: If you ever get stuck and you need to use the tutorial again, click the Quick Start button on your tool bar and your Quick Start tutorial will reappear.)

Q 8. How do I include the ‘Net Investment Line’ in my hypothetical illustrations?

A. In the hypothetical view, click the view settings button on the tool bar. Click the ‘Other’ tab and check the ‘Show Line Representing the Net Investment Amount.’

Q 9. In the previous version of HySales the peer group graph was a useful tool for illustrating how a fund stacked up to its peers. Is this feature available in new HySales?

A. Yes. It is now located on page two of profile pages. Select the profile view button and click the ‘Page 2 — Benchmark Page’ button. Note: Click anywhere on your screen to zoom in on a particular feature.

Q 10. What does the black arrow mean in the spreadsheet view?

A. It indicates that a column is sorted. The triangle points up to indicate an ascending sort and down to indicate a descending sort.

Q 11. What is the difference between Redemption fee and Deferred Load?

A.  Both the redemption fee and deferred load are charges to the investor when shares are redeemed. The redemption fee is based on the current market value of the shares being redeemed, while the deferred load is based on the original investment; i.e., if an investment of $10,000 grows to $15,000 and is later sold, the deferred load would be based on the $10,000, but the redemption fee would be based on the $15,000.

Q 12. How should style analysis data in HySales be used?

A. When examining the style factors for a fund, it is important to remember that the factors have no intrinsic meaning. Similarly, there is no such thing as a "good" or a "bad" factor. The factors indicate the degree to which the fund correlates with the named asset class and are therefore useful in determining how much a fund derives its performance from a certain asset class as compared to another fund.

Q 13. How does HySales treat withdrawals (systematic or otherwise) from funds which have a DSC (deferred sales charge)?

A. Withdrawals are only assessed on a DSC if they deplete the principal. If fund earnings (from dividends, capital gains and increase in share price) are sufficient to cover the amount of the withdrawal, no DSC will be assessed. Although some funds have a prospectus provision which allows for the withdrawal of some portion of an investment free of DSCs through a systematic withdrawal plan, HySales does not yet support such provisions.

Q 14. When selecting funds to delete from the Globe HySales spreadsheet, is there a way in which I can delete more than one fund at a time?

A. Yes. To delete a block of funds that are next to each other, highlight the first fund you want deleted then hold the <Shift> key down while highlighting the last fund that you want deleted. If you want to delete several funds that are not next to each other, hold down the <Ctrl> key while you highlight the desired funds.

Q 15. How can I view the information screen for an Index?

A. To pull up the Index information screen click the <Scatter Chart> button. To find the index you are looking for click the <Benchmark Indexes> button near the top of your screen. Highlight the desired index by clicking on the index name and click <OK>. A new blue dot will appear on the scatter chart. Double click on this blue dot and the Index Information page will appear. Click the <Print> button to print an informative report describing the index and its performance.

Q 16. How do I get the funds I want on the Scatter Chart?

A.  Any funds that appear on the main spreadsheet will appear on the scatter chart. If you do not want all these funds to appear on the chart, you can either filter the funds down to a specified set or you can remove funds in the list by highlighting them and clicking on the <Remove Item(s)> button. Once you narrow the fund universe on the main screen down to a desirable subset, click the <Scatter Chart> button. The highlighted fund on the main screen spreadsheet is indicated by a red triangle. You can change the selected fund by clicking on another fund (yellow dot). Note: The first time you use the scatter chart, it will default to a three-year time period, thus funds that started less than three years ago will not appear on the chart. To change time periods, just use the pulldown menu labeled 'Year' to select the time period you want. Globe HySales also allows you to change your scatter chart preferences. Once in the scatter chart, click the <Preferences> icon and customize the scatter chart to your own particular needs.

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