2.1.8.1 Fund Sale Country Restriction

This topic provides information on fund sale country restriction tab.

This fund rule facilitates the maintenance of restrictions in respect of the fund being allowed for sale or operations in certain countries. You can maintain a list of countries as the only countries where the fund is allowed for sale.

To set up the country of sale restrictions for a fund, use the Fund Sale Country Restriction screen.

1. Click Fund Restriction, click Fund Sale Country Restriction tab in screen to specify the details.
   The Fund Sale Country Restriction screen is displayed..

   Figure 2-24 Fund Sale Country Restriction

   
   

   
   Description of "Figure 2-24 Fund Sale Country Restriction"

   
   

   Before you set up a Fund Sale Country Restriction profile record for a fund, it is desirable to ensure that the following information is already setup in the system:

   • The fund already has an existing, unauthorized Fund Demographics profile record.
   • The countries of domicile must be identified in the system in the Country Maintenance.
2. On Fund Sale Country Restriction tab, specify the fields.

   For information on fields in the screen, refer the below table.

   Table 2-38 Fund Sale Country Restriction

   Fields	Description
   Country Code	Alphanumeric; 3 Characters; Mandatory Specify the Country Code. The adjoining option list displays all valid accounts maintained in the system. You can choose the appropriate one.