2.1 Fund Rule

This topic contains the following sub-topics:

• Setup Fund Rules
  This topic provides information on setting up fund rules section.
• Process Fund Rule
  This topic provides the instructions to process fund rule screen details.
• Maintain Fund Demographics
  This topic provides information on maintaining fund demographics details.
• Multi Language Details
  This topic provides information on multi language details button of fund rule screen details.
• Shares Characteristics
  This topic provides information on shares characteristics button of fund rule screen details.
• General Operating Rules
  This topic provides information on general operating rules tab of fund rule screen.
• Transaction Processing Rules Button
  This topic provides information on transaction processing rules button.
• Fund Restriction
  This topic provides information on fund restriction button.
• Fund Transaction Currencies
  This topic provides information on fund transaction currencies button.
• Corporate Actions
  This topic provides information on corporate actions button.
• Fund Load
  This topic provides information on fund load button.
• Fund Formula Setup
  This topic provides information on fund formula setup button.
• Additional Information
  This topic provides information on additional information button.
• Specific Fund Price Date
  This topic provides information on specific fund price date button.
• Amount Limits for IRA Transactions
  This topic provides information on amount limits for ira transactions button.
• Fund Delivery Instructions
  This task topic provides information on fund delivery instructions button.
• Fund Investment Account
  This topic provides information on fund investment account button.
• SI Specific Information
  This topic provides information on SI specific information button.
• KYC Maintenance
  This topic provides information on KYC maintenance button.
• Documents
  This topic provides information on documents button.
• Hedge Fund
  This topic provides information on hedge fund tab.
• Fund Price Currencies
  This topic provides information on fund price currencies button.
• Process Holding Limit in Currency of Expression
  This topic provides information on processing holding limit in currency of expression details.