Vendors and Products

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Vendors and Products
Muni Bond
BONUS contains a comprehensive product database.
This database can be maintained manually or
through one of the several different automated
methods. Ex Morningstar, NSCC . Inherent in this
data are the Concession Breakpoints, Product
Suitability, Blue Sky, and Licensing components.
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Vendors Main Screen
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By checking this box, the vendor
address information from the Main Vendor screen
populates these address fields
BONUS allow the user to store all pertinent
vendor contact information
Vendors Contacts
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Allows the user to automatically assign
required criteria and licensing for a
product by its group code
The user has the ability to override product
group licensing requirements for an individual
product, by indicating so on that products add
or change screen (see next slide)
For all mutual fund products a rep must have
either a series 6 or 7 license
For all mutual fund products an override
must have either a series 6 or 24 license
Products Setup
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The user can override the assigned
group licensing for a product and assign new
required licensing for the individual product
Products
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User defined search criteria
Products Search