OFA Partner

FIINFRA

Mayelana nalolu hlelo lokusebenza

I-SMARTEST, FASTEST ne-SIMPLEST evuselelwe i-OFA Plus ilapha.

Isixazululo esisodwa sokuma kwama-MFD ukubhekela zonke izidingo zebhizinisi. I-OFA Plus wuhlelo lokusebenza olwenziwe ngokukhethekile lwama-MFDs ukuthuthukisa ukuzibandakanya kwamakhasimende abo nokukhulisa ibhizinisi labo - Ngokwedijithi. Lolu hlelo lokusebenza luvumela ama-IFA ukuthi alandelele ibhizinisi lawo ekuhambeni, abuke iphothifoliyo yamakhasimende abo yokutshala imali, aqalise ukuthengiselana kwesikhwama se-inthanethi nokunye okuningi.

Izici ezibalulekile zohlelo lokusebenza lwe-OFA Partner:

1. Ideshibhodi yebhizinisi ehlakaniphile yempahla & ideshibhodi ye-AMC Wise AUM.
2. Imibiko ye-SIP (AMC / Scheme / Client Wise Reports kanye ne-Bounced SIP Report).
3. Ukuthengiselana kwe-MF oku-inthanethi (i-NSE ne-BSE Exchange kuhlanganisiwe).
4. Iklayenti on-boarding usebenzisa iphepha elingenaphepha le-UCC & IIN.
5. Ukubukwa kwephothifoliyo ehlakaniphile yeklayenti.
6. Umbiko wepotifoliyo yeposi.
7. Landelela ukuthengiselana okuhlakaniphile kwamakhasimende.
8. Izibali zezezimali.
9.Izithombe ezizenzele igama.
10. OFA Imininingwane.
11. Isikhungo se-Multi-ARN.
12. Uhlelo Lokulawulwa Kombuzo.
13. I-TXN Auto Layisha Ideshibhodi.

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Shintsha ilog - Umlando wenguqulo:

--v8.2.x--
* Manje Thola amakhredithi futhi uvuselele mahhala usebenzisa inketho ethi "Bheka Umngane" ngohlelo lokusebenza.
* Uzokwazi ukucela futhi ulande i- "SOA" ngqo ngohlelo lwakho lokusebenza
* Ibhodi Yezimemezelo izokugcina wazi mayelana nemininingwane ebalulekile ye-akhawunti yakho.
* I-"E-Mandate" engenaphepha ingadalwa kusetshenziswa i-App yabasebenzisi be-BSE.
* Iyunithi esekwe kuSwitch & Redemption ingenziwa ngohlelo lokusebenza.
* Imininingwane ehlakaniphile yefolio ingabukwa kumakhasimende akho.

--v8.1.1--
* Kwethulwa indalo ye-IIN nge-OFA.
* Kwethulwa ukudalwa kwegunya le-ACH le-IIN.
* Bheka ukulayishwa nokudalwa kwe-FATCA ngenkathi udala i-UCC.
* Khombisa / Fihla imininingwane yeSikimu noma imininingwane yabatshalizimali yabasebenzisi bohlelo lokusebenza lweKlayenti.
* Ukuthuthukiswa kwe-UCC okuthuthukisiwe.
* Ukwakhiwa kwegunya le-Nach okuthuthukisiwe kwe-UCC.
* Ukuqinisekisa Ukungena Okuthuthukisiwe.
* Izinkinga zokudalwa kwegunya.
* Izinkinga zokuqalisa ze-SIP ezixazululiwe.
* Uhlu lweKlayenti olusheshayo nohlu lokuhola.
* Isigaba esithuthukisiwe se- "My SIP".
* Ukudalwa kwe-UCC okungaguquki kwamaKlayenti we-HUF namabhizinisi.

Ukuzikhulula:

Kusho ama-IFA abhaliswe ne-OFA. Yize kuthathwe ukunakekelwa okufanele, asiqinisekisi ukunemba, ukuphelela kanye nokuyiqiniso kolwazi. Lokhu kungusizo kuphela futhi ngeke kuthathwe njenganoma isiphi iseluleko sokutshala imali. Asingene kunoma ikuphi ukungahambisani kunoma yikuphi okunye. Azikho izethulo noma amawaranti enziwe (avezwa noma ashiwo) maqondana nokwethembeka, ukunemba noma ukuphelela kolwazi. I-OFA ayinakubekwa cala nganoma yikuphi ukulahleka okuvela ngqo noma ngokungaqondile ekusetshenzisweni, noma kunoma yisiphi isenzo esithathiwe, noma yiluphi ulwazi oluvela kulolu hlelo lokusebenza lweselula nakuwebhusayithi yalo.

Yini entsha

Bug fixes and go live with Sub Broker module.