2.2.4 Contact Dtls Tab

This topic provides the systematic instructions to specify the contact details for corporate investors in the Unit Holder Maintenance Detail screen.

You can specify at least two addresses, and designate one as the default mailing address to be used for correspondence with the investor, and the other as the alternate address.

Specify the default address under the Correspondence Address tab, and the alternate address under the Alternate Address tab. You can also maintain the SWIFT Address for the unit holder, in the SWIFT Address tab.

1. On Unit Holder Maintenance Detail screen, click Contact Details tab.
   The Contact Details tab is displayed.

   Figure 2-5 Unit Holder Maintenance Detail_Contact Details Tab

   
   

   
   Description of "Figure 2-5 Unit Holder Maintenance Detail_Contact Details Tab"

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

   Table 2-7 Contact Details - Field Description

   Field	Description
   Correspondence Address Section	The following fields comprise the correspondence address information, in the Correspondence Address section.
   Address Lines 1-2	Alphanumeric; 105 Characters; Mandatory Specify the default postal address that is to be used for correspondence with the investor.
   City	Alphanumeric; 105 Characters; Optional Specify the name of the city of residence of the investor. 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 in the field provided alongside. The list of cities available in the system will be a one time upload into the system.
   US State	Optional You can select one of the two values from the drop-down list: Yes No If you select Yes, then only the system can accept US state code in State. If you select No, then system can accept any value for State. By default, the system displays No.
   State	Alphanumeric; 80 Characters; Optional Specify the state in which the city of residence of the investor 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 in the field provided alongside.
   Country	Alphanumeric; 3 Characters; Optional Select the country in which the investor is domiciled, from the drop-down list. When you specify the address of the investor, the country (if any) indicated in the address is displayed here by default.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialing code.
   Telephone 1	Alphanumeric; 60 Characters; Optional Enter the contact telephone numbers of the investor.
   Zip Code	Alphanumeric; 10 Characters; Optional Specify the zip code of the specified city of residence of the investor.
   E-Mail	Alphanumeric; 255 Characters; Optional Specify the E-mail address of the investor.
   Contact Person	Alphanumeric; 160 Characters; Optional For corporate investors, enter the name of the contact person at the unit holder office.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialing code.
   Telephone 2	Alphanumeric; 60 Characters; Optional Enter the contact telephone numbers of the investor.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialing code.
   Cell Phone Number	Numeric; 60 Characters; Optional Specify the cell phone number of the investor.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialing code.
   Fax Number	Numeric; 60 Characters; Optional Specify the fax number of the investor.
   Alternate Address Section	The Alternate Address section captures the same details as the Correspondence Address tab. However, you can specify a date range within which the alternate address would be in effect.
   Address Line 1-2	Alphanumeric; 105 Characters; Mandatory Specify the default postal address that is to be used for correspondence with the investor.
   City	Alphanumeric; 105 Characters; Optional Specify the name of the city of residence of the investor. 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 in the field provided alongside. The list of cities available in the system will be a one time upload into the system.
   US State	Optional You can select one of the two values from the drop-down list: Yes No If you select Yes, then only the system can accept US State code in State. If you select No, then system can accept any value for State. By default, the system displays No.
   State	Alphanumeric; 80 Characters; Optional Specify the state in which the city of residence of the investor is located. You can select the state of residence from the option 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 in the City field provided alongside.
   Country	Alphanumeric; 3 Characters; Optional Select the country in which the investor is domiciled, from the option list.
   Zip Code	Alphanumeric; 10 Characters; Optional Specify the zip code of the specified city of residence of the investor.
   Effective From Date	Date Format, Optional Specify the date that marks the beginning of the period for which the specified alternate address is in effect.
   Effective To Date	Date Format, Optional Specify the date that marks the end of the period for which the specified alternate address is in effect.
   E-Mail	Alphanumeric; 255 Characters; Optional Specify the E-mail address of the investor.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialing code.
   Telephone 1	Alphanumeric; 60 Characters; Optional Enter the contact telephone numbers of the investor.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialing code.
   Telephone 2	Alphanumeric; 60 Characters; Optional Enter the contact telephone numbers of the investor.
   Int. Dialing Code +	Alphanumeric; 10 Characters; Optional Specify the international dialing code.
   Fax Number	Alphanumeric; 60 Characters; Optional Enter the fax number of the investor.
   SWIFT Address Section	The following fields comprise the SWIFT address information, in the SWIFT Address section.
   Address Lines 1-2	Alphanumeric; 105 Characters; Optional Enter the SWIFT address of the investor. You can enter up to 4 lines of address information.
   City	Alphanumeric; 105 Characters; Optional Specify the city of the SWIFT address for the investor.
   Country	Alphanumeric; 3 Characters; Optional Specify the country of the SWIFT address for the investor.
   Country Name	Display The system displays the name of the country for the selected country code.
   BIC Code	Alphanumeric; 16 Characters; Optional Specify the Bank Identifier Code (BIC) of the investor.