Fees Settings Change in a Work Flow

Release Note

Introduction:

In current scenario when user change the role for account to the invest/mirror fund that time fees can be set in account settings. After this fund get listed in My accounts menu and user can edit the fees if he has no active allocation. As per new requirement fund can set fees immediately after role change. He cannot edit the fees set once the allow community is enabled by brokeradmin. Only broker admin can change the fees.

This document describes the new settings for editing the fees.

Changes in fees settings

When user is setting fees for fund for first time (after assigning the role) in My AccountsAccount settings he can see the footnote as shown below:

Once the fees has been set and saved user can not make any changes in the fees settings.

When user try to make changes in fees for existing accounts (accounts for which fees has been already set) the fees settings will be non-editable. Only broker admin can make the changes in fees settings.

There will be foot note on account settings for existing account as shown below:

Only broker admin can make the changes in fees settings for existing accounts in following path Broker AdminFundsSelect FundActionAccount Settings

Note:

1.This change in fees settings flow will be applicable to following types of funds:

1. Invest Fund

2. Mirror Fund

3. Global Invest Fund

4. Global Mirror Fund

2.These settings will be available when allow to community is enabled for the fund