2.18 AMC Setup

This topic provides instructions to set up an AMC in the Single Entity Maintenance Detail screen.

1. Click Detail option under the Entity menu item in the Browser.
   The Single Entity Maintenance Detail screen is displayed.
2. Select the AMC option from the list in the Entity Type field and then proceed to enter the details for the AMC.
3. You must specify all information such as the common information, basic information and contact details for any AMC that you set up.

   Note:

   AMC’s can only be maintained at Distributor installations. At an AMC installation, the profile of the logged in AMC can be viewed in the Single Entity screen, but a new profile cannot be created.
4. Find the attributes specific to set up of an AMC’s are as follows.
   • Weekend
   • Section
   • Switching Logic
   • UH Generation Logic
   • Nature of Business
   • Effective Date for Capital Gains Calculations
   • Finware Posting
   • Address Details

Refer topic Other Information Tab and Correspondence Address Tab in Single Entity Maintenance Detail screen for more details on each of these attributes.