Your New Account

Introduction

The user can provide additional details for the account under this option.

Navigation

  • The Your New Account screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Product Name

The selected product will be displayed.

Currency

The currency in which the product is required is displayed from the previous screen.

Mode of Operation

The mode of operation of the account can be selected from the drop-down.

Nominee Details

Nominee Name

The name of the nominee can be provided.

Date of Birth (dd/mm/yyyy)

The date of birth of the nominee can be specified from the calendar widget.

Relation with You

The relation of the nominee with the user can be selected from the drop-down.

Guardian Address

Note:

If the nominee is a minor, then the details of the guardian must be provided.

Address 1-3

The address of the guardian to be provided.

City

The address city.

State

The state can be selected from the Lookup button.

Country

The country can be selected from the drop-down.

Postal Code

The postal code.  It can be verified through the Address Verification button.

Nominee Address

Address 1-3

The address details of the nominee to be provided.

City

The city of residence.

State

The address state.

Country

The country can be selected from the drop-down.

Postal Code

The postal code.

 

Click

To

Product Modelling

Do a simulation of the product before confirming opening of the account The details of the product will be available in graph format with the required information.  

The user can go ahead and apply for the product by clicking on the Continue button or go back to the previous screen.

Continue

Continue with the opening of the account.

Reset

Clear the information provided in the screen.

Back

Go back to the previous screen.