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Field
Description
Mandatory
Quick Launch
This field displays the links to
Subscribe/Redeem/STP. The links are
available for all the securities in this tab. The
field also displays an additional link ‘CA’ for
including corporate action related data
The action
buttons will
be disabled
for a
Customer
viewing the
securities
held in a
RM
Managed
portfolio
On selection of any of the above links, the
system directs the user to the corresponding
screens with pre-filled information of the
selected security.
The screens associated to these links have
been explained in depth in the section on
Transaction Management.
On clicking the Buy/Sell hyperlink, the user
navigates to the Order management or
Transaction management screen. This
depends on the way portfolio type
maintenance has been set up.
Mutual Fund Corporate Action
User Access Level:
CUST: A CUST can add/modify the details of Corporate Actions announced by the
companies/institution only in Self managed portfolio.
Screen:
Figure 3.8: MF Corporate Action
Screen Navigation:
After you login as an CUST user, select Portfolio Maintenance  Mutual Fund and then click on
the CA hyperlink.
The fields in the Mutual Fund Corporate action screen are similar to the Equity Corporate Action
screen.
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