Use the following general and market-specific best practices and implementation guides to learn more about how to optimize specific areas of your CTM service.
General
General
| # | Name | Description | Added On |
|---|---|---|---|
| 1 |  Supplying Other Reporting Data: Best Practices New! | Describes how to supply and retrive other reporting data in conformance with MiFID II regulations. | Aug 13, 2018 |
| 2 | Research Commissions: Best Practices | This document describes the process of applying research amounts on all, some, or none of investment manager's allocations and broker/dealer's confirmations for the CTM, OASYS, and TradeSuite ID services. | Dec 20, 2017 |
| 3 | Matching Time Deposits: Best Practices | Describes best practices for matching time deposits in the CTM service even when there is no registered ISIN and no secondary market. | Jun 25, 2018 |
| 4 | CTM: Best Practices | Describes best practices for clients who trade in the debt and equity asset classes. | May 30, 2018 |
| 5 | Automatic Confirmation Creation with Proration: Best Practices New! | Describes how the CTM service can automatically create, prorate, and truncate confirmations for broker/dealers. | Aug 06, 2018 |
| 6 | Equity Trade Commissions: Best Practices New! | Describes how the CTM service handles equity trade commissions. | Jul 31, 2018 |
| 7 | Fixed Income: Best Practices New! | Describes best practices, with examples, for fixed income trades in the CTM service. | Aug 09, 2018 |
| 8 | Settlement Location: Best Practices and Recommendations | Recommends how to use the CTM service to reduce settlement exceptions based on settlement location. | Mar 23, 2017 |
| 9 | View Only Broker Implementation Guide and Procedures | This guide is for investment managers and broker/dealers. It describes how to use the view only broker feature in the CTM service. | Jun 04, 2018 |
Market-Specific
Market-Specific
| # | Name | Description | Added On |
|---|---|---|---|
| 1 | Fees and Taxes: Best Practices New! | Describes marketplace fees and taxes and how to use them in the CTM service. | Aug 08, 2018 |
| 2 | Trading China Stock Connect Equities: Best Practices | Describes best practices for trading China-A equity shares through both the Shanghai and Shenzhen-Hong Kong Stock Connect program to achieve same-day affirmation. | Apr 06, 2018 |
| 3 | Singapore Exchange Identification of On- and Off-Exchange Trades: Best Practices New! | Describes best practices for clients to comply with Singapore Exchange (SGX) requirements. | Aug 16, 2018 |
| 4 | USDI Domestic Trade Processing: Reference and Best Practices New! | Describes best practices and serves as a reference for clients who use the CTM service for DTC-settled trades. | Jul 24, 2018 |