SMR Management System Shares Margin Refinancing

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Key Features

  • Retrieve holding, market price from back office system directly
  • Reminder of book close date/ record date (C.A.)
  • Reminder of oversold of non-pledged shares
  • Refinancing rule checking to fulfill banks ‘ requirement
  • Acceptable instrument information import
  • Auto shares selection
  • Able to generate bank instrument letter and S.I. file for upload to custodian (e.g. CCASS)
  • Term loan transaction supported
  • Multi-Currency, Multi-Market