2 Create Entity

This topic provides detailed information on the Create Entity.

This topic contains the following sub-topics:

• Setting up Entities
  This topic provides information on Setting up Entities.
• Process Create Entity
  This topic provides the instructions to process Create Entity.
• Basic Information Segment
  This topic provides detailed information on the Basic Information Segment.
• Address Detail
  This topic provides information on Address Details tab of Create Entity screen.
• Bank Details
  This topic explains the Bank Details segment of Create Entity screen..
• CPF Account Types
  This topic provides information on CPF Account Types tab of Create Entity screen.
• Default Broker Details
  This topic explains the Default Broker Details of Create Entity screen.
• Related Parties Segment
  This topic explains the Related Parties tab of Create Entity screen.
• View Entity Summary Screen
  This topic provides the systematic instructions to perform the basic operations on the selected records.