5.1.6 Broker Details Tab

This topic explains the broker details tab of Policy Transaction-Surrender Detail screen.

1. On Policy Transaction-Surrender Detail screen, click Broker Details tab to view the broker details.
   The Broker Details are displayed.

   Figure 5-7 Policy Transaction-Surrender Detail_Broker Details Tab

   
   

   
   Description of "Figure 5-7 Policy Transaction-Surrender Detail_Broker Details Tab"

   
   
2. Click Fetch Broker Details button.
   The following details are displayed in the Broker Details section.
3. On Broker Details Tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 5-6 Broker Details - Field Description

   Field	Description
   Broker Code	Alphanumeric; 12 Characters; Mandatory Select the broker code from the option list.
   Broker Name	Display Once you select the broker code, the broker name gets populated.
   Parent Broker Code	Display Once you select the broker code, the parent broker code gets populated.
   Split Percentage	Numeric; 5 Characters; Mandatory Specify the percentage of the commission that the selected broker is entitled to receive on any transactions put through for the investor. When the Policy Number is selected the split percentage as mentioned in the policy is defaulted here. This percentage must not exceed one hundred percent. Note: If you specify more than one broker in this section, the split percentages for all brokers, when summed up, must not exceed or fall below one hundred percent.