Registration charge/Sector Rate Details
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This page allows you to specify the registration charge and sector rate details for the scheme. The registration charge depends on the customer type (Corporate, Male or Female). The basis can be % (components/charges on which the rate needs to be applied) or a flat amount. You can specify the sector rate with effective dates. History of revision can be maintained for both registration charges and sector rate details.
Select the “Registration charge/Sector Rate Details” link at the bottom of the “Scheme Details - Sales” activity.
The “Registration charge/Sector Rate Details” page appears.
The system displays the following in the header:
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Scheme Code |
The code identifying the scheme. |
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Scheme Name |
The name of the scheme. |
Enter the following details in the header:
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Revision No |
Use the drop-down list box to select the revision number of the registration charge and sector rate details. The combo is loaded with the revision numbers generated for the scheme. |
The system displays the following in the “Registration charge details” multiline:
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Gender |
The gender of the customer. The gender will be corporate, Male, and Female. |
Enter the following details in the “Registration charge details” multiline:
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Value |
The registration charge applied for the scheme. |
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Basis |
Use the drop-down list box to select the basis for the registration charge. The combo is loaded with the options “%” and “Amount”. |
Note: At lease one row should be selected in the multiline.
Enter the following details in the “Sector Rate details” multiline:
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Effective From |
The date from which the sector rate is effective. |
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Effective To |
The date until which the sector rate is effective. |
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Sector Rate |
The sector rate applied for the scheme. |
Note: At lease one row should be selected in the multiline.
Click the “Save Details” button to save (create/modify) the registration charge and sector rate details.
