...
Property | Comment |
|---|---|
Name | The name of the fund rebate |
From Account | The account where the money for the fund rebates is deposited. The total amount in the fund rebate must manually be deposited in this account. |
Exception Account | If the amount does not match the difference is booked into an exception account that is owned by the house. |
From Date | The timespan for the period of the fund rebate. A period from when the customer should av a position in the fund. |
To Date |
...
Click Confirm to create the fund rebate. A new tab will be opened where you will view information about the Fund Rebate which now has status Created.
...