2.3.5 Amend Unit Holder Maintenance Record

This topic provides the systematic instructions to amend Unit Holder Maintenance record.

The event of making changes to an authorized unit holder account is known as an Information Change in the system. A unit holder account that has undergone an information change in this manner is reverted back to the unauthorized status, with the changed information, in the database. You must authorize the information change by subsequently authorizing the changed account, for the changed information to be effectively reflected in the system database.

Consider the following example:

You have created an individual unit holder account in the system for Mr. Philip Green, identifying Messrs. ABF Finance as the designated intermediary. At the time of creation, the system saved the account with the unit holder ID generated as 700700000034.

Subsequently, this account number 700700000034 was authorized by the Supervisor user (or a user other than you, who has authorization rights in the user profile).

After this, Mr. Philip requested that the designated intermediary on his account be changed to Far Eastern Finance.

You will perform an information change to the account 700700000034, through the Unit Holder Maintenance Summary screen, and change the intermediary to Far Eastern Finance, and save your changes.

The system now maintains the status of the account number 700700000034, unit holder Mr. Philip Green, as an unauthorized account with the designated intermediary as Far Eastern Finance.

Now, the Supervisor user must authorize the information change that you made to account 700700000034 in the UH Info Change Summary field, for it to be reflected as an authorized record in the database.

Modify the details of an authorized record using the Unlock operation from the Action List. To make changes to a record after authorization:

1. Start the Unit Holder Maintenance Summary screen from the Browser.
2. Select the status of the record that you want to retrieve for amendment.
   You can only amend authorized records.
3. Specify any or all of the details and click Search button.
   All records with the specified details are retrieved and displayed in the screen.
4. Double-click the record that you want to amend.
   The Unit Holder Maintenance Detail screen is displayed.
5. Select Unlock operation from the Action List to amend the record.
6. Amend the necessary information and click Save to save the changes.