2.1.19 KYC Maintenance

This topic provides information on KYC maintenance button.

You can maintain a list of required KYC documents specific for the fund.

1. Click KYC Maintenance button in the Fund Rules Detail screen.
   The KYC Maintenance screen is displayed.

   Figure 2-37 KYC Maintenance

   
   

   
   Description of "Figure 2-37 KYC Maintenance"

   
   
2. On KYC Maintenance screen, specify the fields.
   For more information on fields in the screen, refer the below table.

   Table 2-75 KYC Maintenance Detail

   Fields	Description
   Fund ID	Display This field indicates the ID fund for which you are setting up the Fund Investment Account profile. This information is defaulted from the Fund Demographics screen.
   Rule Effective Date	Display The Rule Effective Date for the fund, which you specified in the Fund Demographics screen, is displayed here.

   Table 2-76 KYC Maintenance Detail - Details

   Field	Description
   Requirement	Alphanumeric; 255 Characters; Mandatory Specify the required document details to indicate that the document must be collected from the investor.