1.2.7 Save CIF Profile

This topic provides the systematic instructions to save CIF Profile.

In the Customer Maintenance Detail screen, to set up a CIF customer and enable the creation of a mutual fund investor account:

1. Click Add button.
   The New Customer No screen is opened.
2. Specify a unique identifier in the Customer Code field for the CIF customer for whom you are setting up a profile, and click OK.
   The basic details screen is displayed, in readiness for you to enter the details for a new CIF customer.
3. In this screen, specify the following as mandatory information.
   In the Customer Maintenance section, specify the following details:

   • Indicate whether the customer is an Individual customer or Corporate customer by choosing the appropriate option in the Customer Type field.
   • Indicate the investor tax category corresponding to the CIF customer in the field Customer Category.
   • Indicate the Fee Category and Fee Sub Category in the respective fields.
4. In the Customer Details section, specify the following details:
   • The name of the customer in the First Name, Middle Name and Last Name fields.
   • The title of the customer in the Title field.
5. Indicate whether the customer is a minor, in the Minor field. If the customer is a minor, enter the name of the guardian in the Legal Guardian field.
   • The marital status of the customer.
   • The gender of the customer.
6. Indicate the date of birth of the customer. This is mandatory if the customer is a minor.
7. Indicate the name of the father or spouse of the customer.

   The name of the beneficiary of the customer and his/her relationship with the customer.

8. In the Address Details section, enter the correspondence and permanent address details.
9. In the Client Preferences section, specify the following details:
   • The account currency of the customer.
   • The preferred language of the customer.
   • The resident status of the customer, his/her nationality and country of domicile.
   • The default broker and whether the customer has rights of accumulation.
10. In the Identification Details section, specify the identification type of the customer and the details of the same. Also specify whether tax is to be deducted at source.
11. In the Account Operation Details section, specify whether the customer is a joint account holder.
12. In the Alternate Language Details section, specify the customer details in the desired alternate language.
13. Click Save button to save the profile of your customer.