Table of Contents

1. Unit Holder Creation Process

1.1 Stage 1 - Initiation Stage

1.1.1 Steps in the Initiation Stage

1.1.2 Invoke UH Maintenance Screen for Stage 1

1.1.3 Individual Details Tab

1.1.4 Corporate Details Tab

1.1.5 Contact Details Tab

1.1.6 Client Preference Details Tab

1.1.7 Identification Details Tab

1.1.8 Bank Details Tab

1.1.9 Intermediary Details Tab

1.1.10 KYC Details Tab

1.1.11 Document Details Tab

1.1.12 Additional Information Tab

1.1.13 Unit Holder Signature Tab

1.1.14 Related Parties Tab

1.1.15 Delivery Details Button

1.1.16 Beneficiary Details Button

1.1.17 Joint Holder Details Button

1.1.18 Nominee Details Tab

1.1.19 Member Details Button

1.1.20 Alternate Language Details Button

1.1.21 Documents Upload Button

1.1.22 Submit the Transaction to the Processing Hub

1.1.23 Acquire the Task for Further processing

1.2 Stage 2 - Validation and Enrichment Stage

1.3 Stage 3- Verification Stage

2. Function ID Glossary