Enter the Name to appear on the Contract

Name

The full name to appear on the Account Contract is displayed. This defaults as Surname, First Name from the main borrower.

The default description can be defined on the Account Type.

Enter the Account Purpose if required.

This list is defined by the AccountPurpose Information List.

Enter the Account Source if required.

This list is defined by the AccountSource Information List.

Enter the Account Region if required.

This list is defined by the AccountRegion Information List.

Enter the Policy Type if required.

This list is defined by the InsurancePolicyTypes Information List.

Define the Insurance Policy Number if required.

Account Related Insurance will display based upon Account Type settings - Include Account level Insurance details?.

Any additional comments for this account.