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The broker needs to engage DTCC Integration and sign a CTM Schedule Addendum to obtain an additional BIC. The broker will then need to setup the View Only Broker (VOB) on their CTM client interface. In addition to achieving transparency, the broker will need to shape their own blocks to match the investment manager.

VOB requires the investment manager or the DTCC Service Bureau on behalf of the client to insert the VOB into the investment managers Broker Matching Group (BRMG).

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