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The Sub-Fund Group Type document defines further categorization of sub-funds. Common sub-fund group types include 'Auxiliary,' 'Internal Service Organization,' or 'Neither.

The Sub-Fund Group Type document includes the Edit Sub-Fund Group Type tab. The system automatically enters data into both the Old and New sections. Selected data fields are available for editing.

Edit Sub Fund Group Type tab definition

Title

Description

Sub-Fund Group Type Code

A unique code that identifies the sub-fund group type.

Sub-Fund Group Type Description

Required. The descriptive name for this sub-fund group type code.

Active Indicator

Indicates whether this sub fund group type code is active or inactive. Remove the check mark to deactivate this code.

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