1.52.1 Basic Info Tab

This topic explains the Basic Info of Investment Account Detail screen.

1. On Investment Account screen, click Basic Info tab to view the following details.
   The Basic Info details are displayed.

   Figure 1-68 Basic Info

   
   

   
   Description of "Figure 1-68 Basic Info"

   
   
2. On the Basic Info tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-62 Basic Info - Field Description

   Field	Description
   Account Operation Type	Mandatory Select the account operation type from the drop-down list. The list displays the following values: Single Joint
   Account Opening Date	Date Format Mandatory Select the account opening date from the adjoining calendar.
   Investor Type	Alphanumeric; 2 Characters; Optional Specify the type of investor. Alternatively, you can select investor type from the option list. The list displays all valid investor type maintained in the system.
   Investor Type Description	Display The system displays the description of the selected investor type.
   Investor Category	Alphanumeric; 2 Characters; Mandatory Specify the investor’s category. Alternatively, you can select the investor category from option list. The list displays all valid investor categories maintained in the system.
   Investor Category Description	Display The system displays the description for the selected investor category.
   Dealing Type	Alphanumeric; 3 Characters; Optional Specify the dealing type. Alternatively, you can select dealing type from option list. The list displays all valid dealing type maintained in the system.
   Dealing Type Description	Display The system displays the description of the selected dealing type.
   Guardian ID	Alphanumeric; 12 Characters; Optional Specify the guardian ID for minor. Alternatively, you can select guardian ID from option list. The list displays all valid guardian ID maintained in the system.
   Guardian Name	Display The system displays the name of the selected guardian ID.
   Account Status	Alphanumeric; 1 Character; Optional The system displays the status of the account. However, you can amend this value. Alternatively, you can select account status from option list. The list displays all valid account status maintained in the system.
   Account Status Description	Display The system displays the description of the selected account status.
   Pension Account	Alphanumeric; 1 Character; Optional The system displays the status of the pension account. However, you can amend this value. Alternatively, you can select pension account status from option list. The list displays all valid pension account status maintained in the system.
   Pension Account Description	Display The system displays the description of the selected pension account status.
   Account Closure Status	Display The system displays the status of the closure of the account.