5.3.1 Funds

This topic provides information on funds.

You must define IRA processing rules for each fund of your AMC into which you wish to allow IRA investments. These guidelines include whether IRA investments are allowed into the fund, and the volume limits that would apply to such IRA transactions into the fund.

For a detailed description of the rules maintained for funds, which pertain to IRA transactions, refer the chapter Setting Up Funds, in the Fund Setup user manual.