The values in the table below have been added to the UDPV Object Field Tag for the definition of the Bookmarks (Tags) in a Document Template associated to the PDF Process Type of COMMISSION.
|
UDPV Value |
Description |
System Values |
|
EXTERNAL CODE |
MEMBERSHIP EXTERNAL CODE |
External Code on Client record for Membership |
|
INVESTMENT |
LUMP SUM INVESTMENT AMOUNT |
Investment Amount on the Commission Report. |
|
MARKET VALUE |
MARKET VALUE OF MEMBER INVESTMENT |
Market Value on the Commission Report. |
|
INITIAL COMM |
INITIAL COMMISSION |
Initial Commission amount on the Commission Report. |
|
VATONINITCOMM |
VAT ON INITIAL COMMISSION |
VAT on Initial Commission amount on the Commission Report. |
|
ANNUAL COMM |
ANNUAL RECURRING COMMISSION |
Annual Commission amount on the Commission Report |
|
VATONANNCOMM |
VAT ON ANNUAL RECURRING COMMISSION |
VAT on Annual Commission amount on the Commission Report. |
|
PREMIUM 1 |
Value for first Premium Type on Commission report |
Description of first Income Type with Global Group Type of CONTRIBUTION |
|
PREMIUM AMT 1 |
Value for first Premium on Commission report |
Sum of BT’s for first Income Type with Global Group Type of CONTRIBUTION |
|
PREMIUM 2 |
Value for second Premium Type on Commission report |
Description of second Income Type with Global Group Type of CONTRIBUTION |
|
PREMIUM AMT 2 |
Value for second Premium on Commission report |
Sum of BT’s for second Income Type with Global Group Type of CONTRIBUTION |
|
COMMISSION 1 |
Value for first Distribution Fee Type on Commission report |
Description of first Expense Type with Global Group Type of COMMISSION |
|
COMM AMT 1 |
Value for first Distribution Fee on Commission report |
Sum of BT’s for first Expense with Global Group Type of COMMISSION |
|
COMMISSION 2 |
Value for second Distribution Fee Type on Commission report |
Description of second Expense Type with Global Group Type of COMMISSION |
|
COMM AMT 2 |
Value for second Distribution Fee on Commission report |
Sum of BT’s for second Expense with Global Group Type of COMMISSION |
|
COMMISSION 3 |
Value for third Distribution Fee Type on Commission report |
Description of third Expense Type with Global Group Type of COMMISSION |
|
COMM AMT 3 |
Value for third Distribution Fee on Commission report |
Sum of BT’s for third Expense with Global Group Type of COMMISSION |
|
COMMISSION 4 |
Value for fourth Distribution Fee Type on Commission report |
Description of fourth Expense Type with Global Group Type of COMMISSION |
|
COMM AMT 4 |
Value for fourth Distribution Fee on Commission report |
Sum of BT’s for fourth Expense with Global Group Type of COMMISSION |
Note:
The list above is not the full list of COMMISSION Document Tags available it only lists the additional Tags required.
For information on Commission Statement Tags, refer to
Supplements
Tags
Commission Statement
Also refer to
Supplements
Tags
Endowment Product
Endowment Commission