5.3.3 Products

This topic provides information on products.

You must define each of the products that your AMC offers, with the processing guidelines that will apply to any plans or policies purchased under the product. As with product types, you can tailor the attributes of the products to suit your requirement.

Typically, when you define a product, you associate the funds that would be part of the product portfolio. Processing guidelines for IRA transactions must be defined for each of the funds that you have associated.