3.1.6 Broker Details Tab

This topic explains the broker details tab of Policy Transaction-TOPUP Detail screen.

1. On Policy Transaction-TOPUP Detail screen, click Broker Details tab.
   The Broker Details are displayed.

   Figure 3-7 Policy Transaction-TOPUP Detail_Broker Details Tab

   
   

   
   Description of "Figure 3-7 Policy Transaction-TOPUP Detail_Broker Details Tab"

   
   
2. Click the Fetch Broker Details button to view the broker details.
   However, you can amend the values.
3. On Broker Details tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 3-7 Broker Details - Field Description

   Field	Description
   Broker Code	Alphanumeric; 12 Characters; Optional Specify the broker code from the option list.
   Broker Name	Display Upon selection of the broker code, the system displays the name of the selected broker code.
   Parent Broker Code	Display The system displays the parent broker code.
   Split Percentage	Numeric; 5 Characters;, Mandatory if you select any broker in the Intermediary field. 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.