5.4 Plans for IRA

This topic provides information on plans for IRA details.

When an investor buys an IRA plan in one of the retirement products floated by your AMC, you can maintain the details of the plan in the system. All the processing guidelines and details maintained for the product under which the plan was purchased will apply to the plan. You can, however, make appropriate changes as necessary, to the guidelines when you maintain the details of the plan in the system.