1.8.4 Broker Details Tab

This topic explains the broker details tab of FCIS LEP Propagate Transaction Detail screen.

  1. On FCIS LEP Propagate Transaction Detail screen, click Broker Details tab to enter the basic details for the transaction along with the exchange rates to be used.
    The Broker details are displayed.

    Figure 1-15 FCIS LEP Propagate Transaction Detail_Broker Details


    Description of Figure 1-15 follows
    Description of "Figure 1-15 FCIS LEP Propagate Transaction Detail_Broker Details"

  2. On Broker Details tab, specify the fields.
    For more information on fields, refer to the field description table.

    Table 1-12 Broker Details Tab - Field Description

    Field Description
    Broker Code

    Alphanumeric; 9 Characters; Mandatory

    Specify the Broker Mapped for the Policy from the option list.
    Broker Name

    Display

    Upon selection of the broker code, the system displays the name of the selected broker code.
    Split Percentage

    Percentage Format, Mandatory if you select any broker in the Intermediary field.

    Specify the percentage of the commission that the selected broker is entitled to receive on any transactions put through for the investor.

    This percentage must not exceed one hundred percent.

    Note: If you specify more than one broker in this section, the split percentages for all brokers, when summed up, must not exceed or fall below one hundred percent.

Parent topic: Process FCIS LEP Propagate Transaction Detail