United States
|
|
|
|
|
|
|
|
|
|
|
|
|
|
DERIVATIVES
Process objective
Ensure timely and accurate accounting for derivatives and associated margin payments
Process requirements
Some clients wish to trade in options and futures, more usually those which are exchange-traded. Service providers offering derivatives-handling capability must ensure that their staff are knowledgeable and that their systems are geared to recording derivatives trades (the purchase/sale and pending receipt/delivery of underlying securities on maturity), marking positions to market, accounting for margin payments as necessary and reporting to clients.
Service offerings of leading providers:
| |
|
|
|
|
| |
comparative analysis of providers' offerings
|
|
descriptions of providers' products
|
|
| |
|
|
|
|
|
|
|
|
|
Buyer's Guide: interactive service
|
|
|
|
|
|
|
|
|
|
subscription choices
my profile