System Overview 

The Fixed Interests - Primary Markets module has been designed into two (2) major sections:-

Client Section

The client section is divided into three (3) subsections:-

  1. Investor - Investors can view the latest bond issue details, as well as place and cancel orders online.
  2. Manager - Managers can place orders, view the book-build of their own orders, and execute orders that clients have ordered through them.
  3. Issuer - The bond Issuer can view the current overall book-build.

There are seven (7) distinct area's that may be accessed dependant upon the client's role:-

  1. Latest Issues - This provides all relevant information on the Latest Issue, grey market information, management group for the issue and related links for the bond issue.
  2. Orders - Provides the ability to place an order and then subsequently cancel the order. Summary details are provided of current, cancelled and executed orders.
  3. Order Log - The system provides a consolidated view of all orders placed for the new issue. With an automated process for acceptance of an order and notification to the investor of their successful bid.
  4. Bookbuild - Displays the total orders spread to benchmark both numerically and in a bar chart display.
  5. Tools - Provides price calculation tools for bond pricing, bond yield calculator and yield curves.
  6. Research - Provides all the latest links into research material for the investor. This may include economic reports, domestic and international equities, fixed interest research, services and fixed income research.
  7. Contact Details. Provides relevant contact information relating to the issue and the management group.

Administration Section

The administrative section has two (2) distinct areas of administration

  1. Setting up the bond on offer, which includes
  2. Setting up clients, and login accounts

 

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