4.3.2 Broker Contact Info Tab

This topic explains all the details of the available modes of communication and correspondence with the broker.

  1. On FCIS Broker Maintenance Detail screen, click Broker Contact Info tab.
    The Broker Contact Info details are displayed.

    Figure 4-5 FCIS Broker Maintenance Detail_Broker Contact Info Tab



  2. Specify at least two addresses, and designate one as the default mailing address to be used for correspondence with the broker, and the other as the alternate address. Specify the default address under the Default Address head, and the alternate address under the Alternate Address head.
  3. Maintain the SWIFT Address for the main brokerage firm of the broker type, in the SWIFT Address tab.
    The following fields comprise the Correspondence; Alternate and SWIFT address information in the Address Type tab.
  4. On the Broker Contact Info tab, specify the fields.
    For more information on fields, refer to the field description table.

    Table 4-4 Broker Contact Info - Field Description

    Field Description
    Address Type

    Mandatory

    Select the type of address from the drop-down list. The list displays the following values:
    • Correspondence
    • Alternate
    • SWIFT
    Address Lines 1-2

    Alphanumeric; 80 Characters; Optional (Address Line 1 is Mandatory)

    Specify the postal address that is to be used for correspondence with the broker.

    City

    Alphanumeric; 80 Characters; Optional

    Specify the name of the city of residence of the broker. You can select the city from the drop down list provided. The available options depend on the values defined at the PARAMS Maintenance. If the city is not available in the list, you can specify the City field provided alongside.

    Zip Code

    Alphanumeric; 10 Characters; Optional

    Specify the zip code of the specified city of residence of the broker.

    US State

    Optional

    Select Yes option from drop-down list to indicate that the specified state is a US (United States) State.

    State

    Alphanumeric; 80 Characters; Optional

    Specify the state in which the city of residence of the broker is located. You can select the state of residence from the drop down list provided. The available options depend on the values defined at the PARAMS Maintenance. If the state is not available in the list, you can specify the City field provided alongside.

    Country

    Alphanumeric; 3 Characters; Optional

    Select the country in which the broker is domiciled, from the drop-down list.
    Contact Person

    Alphanumeric; 70 Characters; Optional

    Specify the name of any contact person or official through whom communication with the broker is possible.

    Int. Dialing Code +

    Alphanumeric; 10 Characters; Optional

    Specify the international dialling code.

    Telephone 1

    Alphanumeric; 60 Characters; Optional

    Enter the contact telephone numbers of the broker.

    Int. Dialing Code +

    Alphanumeric; 10 Characters; Optional

    Specify the international dialling code.

    Telephone 2

    Alphanumeric; 60 Characters; Optional

    Enter the contact telephone numbers of the broker.

    Int. Dialing Code +

    Alphanumeric; 10 Characters; Optional

    Specify the international dialling code.

    Cell Phone Number

    Alphanumeric; 60 Characters; Optional

    Specify the cell phone number of the broker.

    Int. Dialing Code +

    Alphanumeric; 10 Characters; Optional

    Specify the international dialling code.

    Fax Number

    Alphanumeric; 120 Characters; Optional

    Enter the fax number of the broker.

    Email

    Alphanumeric; 255 Characters; Optional

    Specify the E-mail address of the broker.

    Effective From Date

    Date Format; Optional

    Specify the date that marks the beginning of the period for which the specified alternate address is valid.

    Effective To Date

    Date Format; Optional

    Specify the date that marks the end of the period for which the specified alternate address is valid.

    BIC Code

    Alphanumeric; 12 Characters; Optional

    Specify the Bank Identifier Code (BIC) of the broker.