2.1.4 Intermediary Details Tab

This topic explains the intermediary details tab of Policy Maintenance Detail screen.

You will need to capture details of the intermediaries attached to the initial investment.

1. On Policy Maintenance Detail screen, click Intermediary Details tab to enter the details.
   The Intermediary details are displayed.

   Figure 2-5 Policy Maintenance Detail_Intermediary Details Tab

   
   

   
   Description of "Figure 2-5 Policy Maintenance Detail_Intermediary Details Tab"

   
   
2. On Intermediary Details tab, specify the fields.
   The default intermediary details maintained for the unit holder involved in the transaction are displayed here. However, you can change the defaulted values. For more information on fields, refer to the field description table.

   Table 2-8 Intermediary Details - Field Description

   Field	Description
   Intermediary	Alphanumeric; 12 Characters; Optional Select the broker preferred by the Policy Holder from the list.
   Description	Display The system displays the description for the selected intermediary code.
   Parent Broker Code	Display The system will display the parent broker code once the intermediary code is chosen.
   Split Percentage	Numeric; 22 Characters; Mandatory Specify the percentage of the commission that the selected broker is entitled to receive on any transactions put through for the investor. This percentage must not exceed one hundred percent. Note: If you specify more than one broker in this section, the split percentages for all brokers, when summed up, must not exceed or fall below one hundred percent.