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Features

Investor can

  • Log in
  • Follow recommended research link
  • View issue documentation
  • Input, cancel or modify orders
  • View order book

Syndication Desk can

  • Log in
  • Create new issues with customisable links to relevant documentation
  • Publish issue related documentation or general (legal) documents to the site
  • Authorize clients (based on geography, investor type or individually), issuers and sales people for access to the system
  • Customise information exposed to the issuer (per issue)
  • Monitor and respond to incoming orders
  • Allocate an issue across orders
  • Input telephone order on behalf of a client
  • Manage sending of the predefined email messages for investors
  • Separate syndicator only role (managing incoming orders) and system administrator (setting up the issue)
  • Run the application in-house or as a web service

Issuer can

  • Log in
  • Monitor the book building process on-line (by a single syndicator or across entire syndicate)
  • View issue documentation on line
  • View orders summary as tables and charts: incremental and aggregate demand by spread, distribution by geography and distribution by investor type

Sales Desk can

  • Log in
  • Monitor their client's orders
  • Input telephone order on behalf of a client
  • View issue and sales specific documentation

The Lead Manager can

  • Set up the issue
  • Set up the syndicate
  • Permission the individual syndicate members

Individual syndicate members

can then set up their own clients, which remain invisible to other members

 

Primary Trading - Internet Bond Offering

A ready-to-launch suite of customisable Web Applications allowing Syndication Desks to launch and manage new Bond Issues on the Internet

This suite of web based applications minimises the time spent by Syndicate Desk on the administration of the process of syndicating a new bond issue.

It allows clients to browse and subscribe to new issues and input their orders via the Internet.

It saves time for the Syndication Desk by automating order response and the allocation process.

Meanwhile, the Issuer can keep up-to-the-moment track of the book-building process by monitoring all incoming orders either on an anonymous or name-give-up basis.

Sales people can track orders of their clients and input conventional orders on behalf of investors. Syndicators can do the same on behalf of any investor.

Separate web-based adminis-trator module enables management of the central database.

It is customisable to reflect your company colour scheme, logo and lay-out.

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