1.52.2 Intermediary Tab

This topic explains the Intermediary Tab of Investment Account Detail screen.

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

   Figure 1-69 Intermediary

   
   

   
   Description of "Figure 1-69 Intermediary"

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

   Table 1-63 Intermediary - Field Description

   Field	Description
   Intermediary ID	Alphanumeric; 12 Characters; Optional Specify Intermediary ID. Alternatively, you can select intermediary ID from option list. The list displays all valid intermediary ID maintained in the system.
   Intermediary Name	Display The system displays the name of the selected intermediary ID.
   Split Percentage	Numeric; 3 Characters; Mandatory Specify the split percentage details. The sum total should be 100.
   Default	Mandatory Select if the values has to be defaulted or not from the drop-down list. The list displays the following values: Yes No