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CTM Product Release Information: Release 1

Describes new and updated functionality for debt and equity asset class clients. ...
In 2019 CTM Releases Downloads: 1103

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ITP Cross-Product: Research Commissions: Best Practices

This document describes the process of applying research amounts on all, some, or none of investment ...
In General Downloads: 8561

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CTM: Automatic Confirmation Creation with Proration: Best Practices

Describes how the CTM service can automatically create, prorate, and truncate confirmations for brok ...
In General Downloads: 2983

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CTM: Auto-Affirmation: Implementation Guide

Describes how auto-affirmation works with US domestic trades in CTM. ...
In US-Specific Best Practices Downloads: 2296

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OASYS Functional Parity for US Trades With CTM Checklist

This document provides a checklist to help prioritize the steps that need to be taken in or ...
In US-Specific Best Practices Downloads: 327

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CTM: FAQs: What is Block Splitting?

In US-Specific Best Practices Downloads: 278

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Webinar Q&A: Processing US Fixed Income Trades via CTM

Provides the Q&A content related to the webinar held on 22 October 2019. ...
In US-Specific Best Practices Downloads: 327

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CTM: Stepouts: Implementation Guide

Describes how the CTM service processes stepouts. ...
In US-Specific Best Practices Downloads: 1810

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CTM: Equity Options: Implementation Guide

Describes how the CTM service processes equity options. ...
In US-Specific Best Practices Downloads: 1123

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CTM: 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 th ...
In US-Specific Best Practices Downloads: 5551

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