party

APIs to create, update and retrieve the distributor, investor and financial institution related data such as the name/address, KYC details and documents.

bookmark
Addresses details.

API to create, update and manage addresses for various entities like distributors, investors, etc.

bookmark
Anti Money Laundering blocking code information

API to create, update and manage Anti Money Laundering blocking code information

bookmark
Anti Money Laundering document information

API to create, update and manage Anti Money Laundering document information

bookmark
Anti Money Laundering moniter blocking information

API to create, update and manage Anti Money Laundering moniter blocking information

bookmark
Bank account detail

API to create, update and manage account details for various entities like distributors, investors, fund etc.

bookmark
Central Register creation

API to create Central Register

bookmark
Contact history information

API to create, update and manage contact history detail information

bookmark
Distribution Agreement details

API to create Distribution Agreement

bookmark
Distributor exception commission payment currency information

API to create, update and manage distributor exception commission payment currency information

bookmark
Distributor information

API to create, update and manage distributor detail information

bookmark
Document copy for address and electronic address

API to create, update and manage document copy for address and electronic address fof various entities like distributors, investors, etc

bookmark
Electronic addresses details

API to create, update and manage electronic addresses for various entities like distributors, investors, etc.

bookmark
Exception Cut-Off Per distributor

API to create Exception Cut-Off Per distributor

bookmark
Exception value date information

API to create, update and manage exception value date for various entities distributors and fund.

bookmark
Exceptional cutoff for distributor

API to create, update and manage exceptional cutoff for distributor

bookmark
FATCA Or CRS document information

API to create, update and manage FATCA Or CRS document information

bookmark
FATCA Or CRS status information

API to create, update and manage FATCA Or CRS status information

bookmark
FATCA Or CRS sub status information

API to create, update and manage FATCA Or CRS sub status information

bookmark
Hierarchy Tree Details for agent distribution

API to create Hierarchy Tree Details for agent distribution

bookmark
Investment management account information

API to create, update and manage Investment management account details

bookmark
Investor account information

API to create, update and manage investor account detail information

bookmark
Investor information

API to create, update and manage investor detail information

bookmark
Investor minimum limits expiry information

API to create, update and manage investor minimum limits expiry information

bookmark
Joint account information

API to create, update and manage joint account information

bookmark
Parent or sub agent link information

API to create, update and manage parent or sub agent link information

bookmark
Profile information

API to create, update and manage profile detail information

bookmark
Profile security information

API to create, update and manage profile security information

bookmark
Reinvest or pay all information

API to create, update and manage reinvest or pay all information

bookmark
Reinvest or pay information

API to create, update and manage Reinvest or pay information

bookmark
Relationship information

API to create, update and manage relationship information

bookmark
Security clearing account information

API to create, update and manage security clearing account information

bookmark
Settlement exception information

API to create, update and manage settlement exception information

bookmark
US tax options static data information

API to create, update and manage US tax options static data information

bookmark
TAX residence document information

API to create, update and manage TAX residence document information

bookmark
TAX residency identification information

API to create, update and manage TAX residency identification information

bookmark
Trailer fee agent link information

API to create, update and manage trailer fee agent link information

bookmark
Transfer agent distribution commission information

API to create, update and manage transfer agent distribution commission information

bookmark
Transfer agent group commission information

API to create, update and manage transfer agent group commission information