Course Description

As part of the static created Client on Boarding tool helps to on board clearing clients and house entity for FCM and on board Funds for EUC. As part of this process system creates related Legal Entity, LE Attributes, Clearing Account, Contacts, SSI and margin call contract for IM and VM.

Calypso Learning Services

Course curriculum

  • 1

    TrClient On Boarding Tool

    • Training Video- Client On boarding Tool

    • Assesment