Enter the Name and other details for this Account

Name

The name will be defaulted from the Refinanced Account.

This will also be defaulted from the Refinanced Account.

Optionally select a Purpose from the list, or enter a purpose (if permitted).

This list is defined by the AccountPurpose Information List.

Optionally select a Source from the list, or enter a source (if permitted).

This list is defined by the AccountSource Information List.

Optionally select a Region from the list, or enter a region (if permitted).

This list is defined by the AccountRegion Information List.

Enter the Broker if required. Click here for more information on External Parties.

Enter the Employee if required. Click here for more information on a Employee for a External Party.

Specify the Broker and Employee will display based upon Account Type settings - Show Broker Information?.

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.