1.4.6 Unit Holder Amendment

This topic describes about the amendment of Unit Holder in FCUBS system.

In the integrated environment, you can amend the customer details in FCUBS system. While creating or amending unit holder details in the FCIS system, you can modify the attributes whose entity owner is identified as CIF/UH or UH in the following table.

You cannot modify the attributes whose entity owner is CIF.

Table 1-8 Unit Holder Amendment

Attributes	Entity Owner
CIF Number	CIF
Customer Category	CIF/UH
Investor Type	CIF
First/Company Name	CIF
Last Name	CIF
Middle Name	CIF
Title	CIF
Minor	CIF
Guardian Name	CIF/UH
Relationship	CIF/UH
Sex	CIF
Father/Spouse Name	CIF
DOB	CIF
Marital Status	CIF
Occupation	UH
A/c operation type	UH
Country of Incorporation	CIF
Address Line 1	CIF/UH
Address Line 2	CIF/UH
City	CIF/UH
Country	CIF/UH
Email	CIF/UH
Contact person	UH
Int dialing code	CIF/UH
Telephone 1	CIF/UH
Int Dialing Code	CIF/UH
Fax Number	CIF/UH
Identification Type	CIF/UH
Identification Number	CIF/UH
Date of Issue	CIF/UH
Date of Expiry	CIF/UH
Place of Issue	CIF/UH
TAX ID	UH
US Indicia Available	UH attribute to be propagated back to CIF level in FCUBS.
FATCA Status	CIF (This will be updated to Recalcitrant if Recalcitrant flag Is Yes at FCUBS CIF level.)
FATCA Classification	CIF