1.58.3 Intermediary Details Tab

This topic explains the Intermediary Details of Investment Detail screen.

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

   Figure 1-85 Intermediary Details

   
   

   
   Description of "Figure 1-85 Intermediary Details"

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

Table 1-78 Intermediary Details - Field Description.

Field	Description
Intermediary ID	Alphanumeric; 12 Characters; Optional The system displays the intermediary ID based on the investment account. However, you can override the same.
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.