1 UH Deal Maintenance

This topic provides information on UH Deal Maintenance.

In some cases, the AMC may wish to offer a special, unique load option to be applied on all transactions involving a specific CIF Account or unit holder. This could also be at the request of the investor. This special load option would override the existing load option mapped to the fund or load group. Such a load option is called a deal for an investor.

You can set up a deal for an investor for a particular Product. You have the option of selecting a specific fund under the Product to which the load is to be applied or applying the load to the Product, in which case, the deal will apply to all funds mapped to it.

This topic contains the following sub-topics:

• Process Unitholder Deal Maintenance Detail
  This topic provides the systematic instructions to set up a deal.