3.8.5 Intermediary Tab

This topic explains the Intermediary tab of FCIS Subscription Transaction Detail.

If an entity has been identified as an intermediary for the transaction, then you must identify the same in this section, along with the commission percentage split for an entity.

1. On the FCIS Subscription Transaction Detail screen, click on Intermediary tab to enter the details.
   The Intermediary details are displayed.

   Figure 3-28 FCIS Subscription Transaction Detail - Intermediary

   
   

   
   Description of "Figure 3-28 FCIS Subscription Transaction Detail - Intermediary"

   
   
2. On Intermediary Tab, specify the fields.
   For more information on fields, refer to the field description below,

   Table 3-40 Intermediary - Field Description

   Fields	Description
   Entity Type	Alphanumeric; 1 Character; Optional Select the entity type that has been identified as the intermediary for the transaction.
   Entity ID	Alphanumeric; 12 Characters; Optional For each entity type, specify the intermediary in this field. The name of the selected intermediary is displayed in the Entity Name field. While entering a transaction, system will default the intermediary specified here. However, you can override the defaulted value.
   Entity Name	Display When you select the broker code, the name of the broker is displayed.
   Parent Entity Name	Display When you select the broker code, the name of the parent broker for the selected broker is displayed.
   Split Percentage	Numeric; 5 Characters; Optional Specify the percentage of total commission that is to accrue to the selected broker. The sum of all the percentages specified for any brokers identified for the transaction must equal one hundred percent.
   From or To Leg	Optional Select from or to leg details from the drop-down list. The list displays the following values: From To