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
# | Name | Description | Added On |
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1 |
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Describes best practices for clients who trade in the debt and equity asset classes. |
30 May 2018 |
2 |
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Describes how the CTM service can automatically create, prorate, and truncate confirmations for broker/dealers. |
21 January 2020 |
3 |
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Describes best practices, with examples, for fixed income trades in the CTM service. |
07 April 2020 |
4 |
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Describes how the CTM service handles equity trade commissions. |
08 February 2019 |
5 |
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Describes best practices for matching time deposits in the CTM service even when there is no registered ISIN and no secondary market. |
25 June 2018 |
6 |
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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. |
12 March 2020 |
7 |
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Describes how to supply and retrive other reporting data in conformance with MiFID II regulations. |
13 August 2018 |
8 |
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This guide is for investment managers and broker/dealers. It describes how to use the view only broker feature in the CTM service. |
15 December 2020 |
9 |
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Describes the best practices for clients using omnibus block settlement. |
31 October 2019 |
10 |
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Describes CTM Match Advisor, which addresses block shaping issues encountered by investment managers who are migrating from the OASYS service to CTM. |
01 December 2020 |
Market-Specific
# | Name | Description | Added On |
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1 |
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Recommends how to use the CTM service to reduce settlement exceptions based on settlement location. |
07 November 2018 |
2 |
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Describes best practices for clients to comply with Singapore Exchange (SGX) requirements. |
16 August 2018 |
3 |
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Describes marketplace fees and taxes and how to use them in the CTM service. |
04 January 2021 |
4 |
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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. |
14 June 2019 |
5 |
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This document highlights best practices for Wholly Foreign Owned Enterprises (WFOE) that trade through the |
05 March 2019 |
6 |
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This document describes how to supply Place of Trade information for CREST-settling trades. |
24 June 2020 |