2.1 Customer Information

This topic explains the customer information of investor accounts.

Oracle FLEXCUBE Investor Servicing provides the facility of maintaining information profiles for customers of your bank. The profile consists of personal as well as business information.

A customer may also wish to invest in the funds of the AMC. In such a case, you can create and maintain one or more investor accounts for the customer in the AMC FCIS database.

This topic deals with the maintenance of customer profiles and creation of investor accounts for your customers in the AMC FCIS database.

This topic contains the following sub-topics:

• Maintain Customer Information
  This topic provides instructions to maintain customer information.
• Maintain Investor Accounts
  This topic provides instructions to maintain investor accounts.
• Identify Unit Holder Account in System
  This topic provides instructions to identify unit holder account that is maintained for an investor in the system.
• Specify Mandatory Information for New Account
  This topic provides instructions to specify mandatory information for new account.
• Defaulting of Information for CIF Unit Holder Accounts
  This topic provides instructions on defaulting of information for CIF Unit Holder accounts.
• Specify Additional Information for New Account
  This topic provides instructions to specify additional information for new account.
• Choose Template for Automatic Replication
  This topic provides instructions to choose template for automatic replication.
• Maintain Stop Status on Unit Holder Account
  This topic provides instructions to maintain Stop Status on Unit Holder Account.
• Maintain IRS Notifications on Unit Holder Account
  This topic provides instructions to maintain IRS notifications on Unit Holder account.
• Save New Account
  This topic provides instructions to save a new account.