1.5.6 Authorize Amended Deals for Investors

This topic provides the systematic instructions to authorize amended Deals for Investors.

  1. An amended Deals for Investors must be authorized for the amendment to be made effective in the system. The authorization of amended records can be done only from Fund Manager Module and Agency Branch module.
    The subsequent process of authorization is the same as that for normal transactions.
  2. When you retrieve a deal record for the purpose of amendment in this screen, it is displayed in the Unitholder Deal Maintenance Detail screen, in Amend mode. All the non-editable field values are displayed as labels, while the editable fields are enabled for data entry changes.

    Note:

    When you make changes to any authorized record in the system database through the amendment operation, the record with the amended information is saved as an unauthorized record in the system. For your amendment changes to be effective, the amended record must be subsequently authorized. When it is authorized, it is saved in the system database as an authorized record with the amendment information, and is effective.
  3. Cancel an existing negotiated deal by changing the status to cancel. When you authorize this change, the deal set up is nullified.
  4. You can process the Unitholder Deal Maintenance Detail screen by typing UTDUHDEL in the text box and click Next.
    The Unit holder deal records matching the search criterion specified is displayed in row lists in the lower grid portion of the screen. From this results list, choose the unit holder deal that you want to view by double clicking on a record.
  5. The Unitholder Deal Maintenance Detail screen is processed in View mode as shown below, where you can view the details of the record.

    Figure 1-15 Unitholder Deal Maintenance Detail


    Description of Figure 1-15 follows
    Description of "Figure 1-15 Unitholder Deal Maintenance Detail"

    For further information on this screen, refer the topic Deals for an investor Section of the Setting Up Investor Preferences.

Parent topic: Unitholder Deal Summary