Annual Bonus Allocation (Products Investments)

View annual bonus allocation

To view the annual bonus allocation, select Annual Bonus Allocation from the sub-menu on the left.

 

 

The JU3BD Annual Bonus Allocation Request List screen will be displayed.

 

 

To view details of the annual bonus allocation, select an Annual Bonus Allocation from the screen, then select OPEN.

 

Add new annual bonus allocation

To add a new Annual Bonus Allocation, select NEW. The Annual Bonus Allocation Request screen will be displayed.

 

 

Descriptions of the input fields on this screen appear below.

 

Bonus Allocation Request

 

Bonus Date

The date from which the new bonus rate will apply.

Percentage

The bonus rate percentage applicable.

 

Click OK.  The new bonus details are added to the AJU3BD Annual Bonus Allocation Request List screen.

 

 

Note:

The capture of an annual bonus allocation request for an investment portfolio or investment medium, as at a specified date, triggers the annual bonus batch run.  Once processing has finished, the date will be displayed in the DATE PROCESSED column.

Refer to

Supplements

Batch Programs

Batch Jobs

 

Supplements

Bonus Investments