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 |
 Equity Options: Implementation Guide New! | Describes how the CTM service processes equity options. | Apr 30, 2019 |
| 2 |
Stepouts: Implementation Guide New! | Describes how the CTM service processes stepouts. | May 02, 2019 |
| 3 |
Supplying Other Reporting Data: Best Practices | Describes how to supply and retrive other reporting data in conformance with MiFID II regulations. | Aug 13, 2018 |
| 4 |
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 |
| 5 |
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 |
| 6 |
CTM: Best Practices | Describes best practices for clients who trade in the debt and equity asset classes. | May 30, 2018 |
| 7 |
Automatic Confirmation Creation with Proration: Best Practices | Describes how the CTM service can automatically create, prorate, and truncate confirmations for broker/dealers. | Aug 06, 2018 |
| 8 |
Equity Trade Commissions: Best Practices | Describes how the CTM service handles equity trade commissions. | Feb 08, 2019 |
| 9 |
Fixed Income: Best Practices | Describes best practices, with examples, for fixed income trades in the CTM service. | Aug 09, 2018 |
| 10 |
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 |
Trade Match for CTM New! | Describes how the CTM service works with Trade Match for US domestic trades. | May 06, 2019 |
| 2 |
US Domestic Trade Processing: Reference and Best Practices | Describes best practices and serves as a reference for clients who use the CTM service for trades that settle in the US. | Apr 23, 2019 |
| 3 |
Trading Southbound Stock Connect Equities into Hong Kong: Best Practices | This document highlights best practices for Wholly Foreign Owned Enterprises (WFOE) that trade through the | Mar 05, 2019 |
| 4 |
Settlement Location: Best Practices and Recommendations | Recommends how to use the CTM service to reduce settlement exceptions based on settlement location. | Nov 07, 2018 |
| 5 |
Fees and Taxes: Best Practices | Describes marketplace fees and taxes and how to use them in the CTM service. | Feb 12, 2019 |
| 6 |
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 |
| 7 |
Singapore Exchange Identification of On- and Off-Exchange Trades: Best Practices | Describes best practices for clients to comply with Singapore Exchange (SGX) requirements. | Aug 16, 2018 |