Broker-Client

"Broker-Сlient" is a subsystem of the complex "RBS BS-Client. Retail Client" solution which allows the broker’s clients to perform activities connected with the whole range of stock market operations in secure way through the Internet.

Functionality

The "Broker-Client" subsystem offers the following possibilities.

Allows clients to perform non-trading operations:

· fund depositing order (if used);

· stock depositing order;

· fund withdrawal order;

· stock withdrawal order;

· fund transfer order;

· stock transfer order;

· etc.

Provides clients with reports on non-trading operations:

· on broker accounts;

· on equity level recalculation with regard to the client;

· etc.

Provides clients with reports on trading operations:

· on deals with stocks and related operations;

· etc.

Allows brokers to present the information obligatory for perusal (reading) or signing to clients:

· presentment of orders submitted by phone for signing;

· presentment of margin call notices;

· notifications on margin stocks list changes;

· notifications on changes of the regulations or the terms of the contract;

· presentment of notices on tariffs changes;

· etc.

Allows brokers to provide clients with other information:

· free form documents;

· news messages;

· etc.

Allows clients to send brokers other information:

· free form documents;

· requests for reports on trading or non-trading operations;

· etc.

Key features

The subsystem "Broker-Client" has the following key capabilities:

Execution of business-processes in accordance with the requirements of the legislation and the regulations of the FFMS:

· allows clients to sign orders submitted by phone with his/her digital signature or session keys;

· allows the broker to enter documents connected with current activity (notices, reports, collective orders, notices on tariffs changes and etc) for signing by clients with digital signature or session keys;

· allows the broker to enter margin call notices and send them to clients with guaranteed delivery;

· allows the broker to enter notifications on margin stocks list changes and send them to clients with guaranteed delivery;

Provides a uniform access point for clients irrespective of their belonging to a particular branch or department of the investment company.
Allows to use session keys (including generated by means of MobiPass) and digital signatures generated by means of cryptographic software certified by the FSS.
Allows clients to manage his/her digital signature or session keys;
Allows for flexible adjustment of the structure of information provided to clients.

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