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To configure and extend the TREAM system.
Used for the addresses and for the legal residence of a mandate owner.
Used for also for the reconciliation.
To be able to differenciate between prospects and the mandate types like Advisory or Discretionary. Also to archive account.
To define the kind relation that for examble an attorney has.
For fast filtering of the documents.
For fast filtering of the dokuments.
To name the different user / client rules. Internal means that the person has also a user account in TREAM.
E.g. "home", "office", ....
For fast filtering of the client contacts.
For fast filtering of the client contacts.
To name the function that a person has in a meeting.
To be able to add more contact types such as Facebook.
To define the trade type such as "at market", "limit order" or "VWAP".
To define the different types of trade fees.
Similar to trade stati, but the "external" trade status of the broker/bank.
Define new payment type e.g. to seperate rights issues from dividend payments and nominal value reductions.
Similar to payment types, but to define if cash or options or stocks are delivered.