Associated Parties

Associated Parties

Purpose

The Associated Parties are other Clients associated a lending account. They include co-Borrowers, Guarantors and Next of Kin.

Communications and Arrears letters can be sent to the primary client, as well as nominated associated parties.

Timing

Associated Parties may be added or removed at any time

Access    

  1.  button on the Quote Details or dialog
  2.  button in the Call Savings, Fixed Loan Account Details dialog
  3.  button in the Deposit Account Details dialog
  4.  button in the Lease Account Details dialog
  5.  button in the Unit Fund Account Details dialog
  6.  button in Variable Loan Account Details dialog

Dialog Details


Or

[F2] in the any of the fields will present the Client Browse

Search for and    the required Client

If the client has not already been loaded,   to create a new Client
    • Related Articles

    • Bailment Dealer Details - Associated Parties Tab

      Purpose Associated Parties is a mechanism for recording: Guarantors associated with the Bailment Dealer Amalgamation client An amalgamation client is a head client that Bailment Dealers are associated to. Amalgamation clients are often a group head ...
    • Client Fields

      General Client Fields Field Explanation [CLI_ACTADD] The client’s actual address [CLI_ACTADD_LINE] The client’s actual address Printed on one line [CLI_ACTADD_OR_POSADD] The actual address of the client If there is no actual address then this will ...
    • Client Import Routine

      Concept Argos Vault provides functionality to import client records from an external source into a Vault Database. A tab delimited file can be generated which complies with a predefined format and used as the data source for the Client Import. This ...
    • Joint Clients

      Purpose Accessing the Joint Clients dialog from this button will allow up to 10 joint clients to be associated with a single client. This relationship will be required where an investment is in the name of a joint party, but details of all the ...
    • Client Details

      Purpose To add, amend or delete clients or contact the organisation may have. The client module has CRM functionality. It is important all contact are set up to make best use of that functionality. Timing Clients/Contacts may be added or edited at ...