2.2.11 Add Info tab

This topic provides the systematic instructions to maintain additional Info details in the Unit Holder Maintenance Detail screen.

If the AMC has designated any additional information heads for investors, you can indicate the relevant information applicable to the investor under each head, in this section.

  1. On Unit Holder Maintenance Detail screen, click Add Info tab.
    The Additional Information details are displayed.

    Figure 2-13 Unit Holder Maintenance Detail_Add Info Tab



  2. On the Add Info tab, specify the fields.
    For more information on fields, refer to the field description table.

    Table 2-16 Add Info - Field Description

    Field Description
    Other Info Field

    Display

    The system displays the other info field

    Field Value

    Alphanumeric; 60 Characters; Optional

    Select the field value from the option list.