3.1.1.1 Agents

This topic provides information on agents.

In the case of agents, mapping can be carried out for only those Agents and their branches as have been created using the Agent and Agency Branch screens. Only those agents and their branches that have been mapped to a fund as part of an Allowed list will be able to accept transactions related to that particular fund. Agents and their branches maintained as a Restrictive list will not be able to accept transactions for the fund.

Distributor agents can also be mapped to the fund. This would be required in a scenario where the Distributor markets certain funds of the AMC, or in cases where a service agent performs back office processing for an AMC as well as a Distributor.