9.10.1 Basic Information Tab

This topic explains the basic information tab of Third Party Entity Maintenance Detail.

1. On Third Party Entity Maintenance Detail screen, click Basic Information tab to enter the details.
   The Basic Information details are displayed.

   Figure 9-10 Third Party Entity Maintenance Detail_Basic Information Tab

   
   

   
   Description of "Figure 9-10 Third Party Entity Maintenance Detail_Basic Information Tab"

   
   
2. On Basic Information Tab, specify the fields.
   For more information on fields, refer to the field description table.

   Table 9-8 Basic Information - Field Description

   Field	Description
   Base Currency	Alphanumeric, 3 Characters; Mandatory Select the base currency of the entity. Alternatively, you can select base currency code from the option list. The list displays all valid base currency code maintained in the system. This is the currency in which the entity normally transacts.
   Currency Name	Display The system displays the name of the currency for the selected currency code.
   Authorized Signatory	Alphanumeric; 70 Characters; Optional Enter the name of the Authorized Signatory at the office of the AMC.
   MICR Code	Alphanumeric; 12 Characters; Optional Specify MICR code of the specified Bank here. This code is applicable for both Bank and Bank Branch entity.
   Date of Birth	Date Format; Optional Select the date of birth details for an individual entity being created from the adjoining calendar.
   Default Agency Branch	Optional Check this box to default the agency branch code.
   FATCA Status	Display The system displays the FATCA status based on the FATCA maintenance.
   FATCA Classification	Display The system displays the FATCA classification type.
   Description	Display The system displays the description for the selected FATCA classification type.
   Employer ID Number (EIN)	Alphanumeric; 50 Characters; Optional Specify employee identification number.
   Tax Category	Alphanumeric; 10 Characters; Optional Specify the tax category details.
   Tax Circle	Alphanumeric; 15 Characters; Optional Specify the tax circle country details.
   Tax ID	Alphanumeric; 50 Characters; Optional Specify the tax identification.
   Tax Certificate Effective Date	Date Format; Optional Specify the date from which the tax certificate is effective.
   Tax Certificate Expiry Date	Date Format; Optional Specify the expiry date of the tax certificate.
   Week	Check the appropriate box to indicate the day in a week. The options are as follows: Sunday Monday Tuesday Wednesday Thursday Friday Saturday