1.49 Intermediary Hand-off from PA to TA

This topic provides information about intermediary hand-off from PA to TA

Intermediary hand-off from TA to PA is as follows:

• Intermediaries and entities created in Integrated TA system will flow to PA system from TA. In Pension Administration, system will create party and automatically maps a party role as part of upload of these entities in the system.
• The system updates the external reference ID with the broker ID during broker upload into Pension Administration from TA.
• For these intermediaries or entities, if investor role is attached and you try capture orders, the same will fail, as broker does not have ID details captured in TA.
• You need to the amend the party and add ID details else the transactions will not be successful.

Note:

This approach is supported for party role B - Broker only