6.1.2 Unit Holder Preferences Tab

This topic explains the Unit Holder Preferences Tab of Create Branch Preferences screen.

  1. On Create Branch Preferences screen, click Unit Holder Preferences tab to enter the following details.
    The Unit Holder Preferences details are displayed.

    Figure 6-3 Unit Holder Preferences


    Description of Figure 6-3 follows
    Description of "Figure 6-3 Unit Holder Preferences"

  2. On the Unit Holder Preferences tab, specify the fields.
    For more information on fields, refer to the field description table.

    Table 6-3 Unit Holder Preferences - Field Description.

    Field Description
    Nationality Alphanumeric; 3 Characters; Optional

    Enter the default Country of the unit holder.
    Minor Age Numeric;22 Characters; Mandatory

    Enter the default age limit for the Minors.
    Check UH Duplicates Indicates whether to check for unit holder Duplicates.
    Select if UH Duplicates is required or not from the on/Off Switch. The list displays the following values:
    • On - Yes
    • Off - No
    Title Alphanumeric; 15 Characters; Optional

    Enter the Title to default during unit holder Data Entry. You can make a blank specification so that a blank entry may be accepted as a title by the system.

    Marital Status Optional

    Select the Marital Status from the drop-down list to default during unit holder data entry.

    It gets populated from Param code MARITALSTATUS of Param Maintenance and is currently non-maintainable.

    The list displays the following values:
    • Divorced
    • Married
    • Not Available
    • Single
    • Widowed
    Investor Type Optional

    Enter the default Investor Type, whether Individual or Corporate from the drop-down list, during unit holder data entry.

    It gets populated from Param code INVESTORTYPE of Param Maintenance and is currently non-maintainable.

    Resident Status Optional

    Enter Resident or Non-Resident as the Resident Status to default during unit holder data entry.

    It gets populated from Param code RESIDENTSTATUS of Param Maintenance and is currently non-maintainable.

    Gender Optional

    Select Male, Female or Not Available from drop-down list as the Gender to default during unit holder Data Entry.

    It gets populated from Param code SEX of Param Maintenance and is currently non-maintainable.

    Account Type Alphanumeric;1 Character; Optional

    Enter Current, Savings or Fixed as the Payment Mode to default during Transaction data entry.

    It gets populated from Param code ACCOUNTTYPE of Param Maintenance and is currently non-maintainable.

Parent topic: Create Branch Preferences