Dr Jaco Maritz, Cadiz Securities
Dr Jaco Maritz, Cadiz Securities
Dr Jaco Maritz, Cadiz Securities
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
Pre-transition Transition Trading Post-transition<br />
<br />
<br />
<br />
<br />
<br />
<br />
Proposed change to<br />
investments<br />
Selection process<br />
<br />
<br />
<br />
<br />
Implementation of<br />
trading plan<br />
Risk Management<br />
Due diligence or Trade execution<br />
Request for<br />
Proposal<br />
Source liquidity<br />
Quotation<br />
Service level agreement<br />
Pre-transition analysis<br />
Termination of mandates<br />
Appointment of<br />
custodian<br />
<br />
<br />
<br />
<br />
– Crossing<br />
Settlements<br />
Cash management<br />
Valuation<br />
Reporting<br />
<br />
<br />
<br />
<br />
Delivery of portfolios<br />
Post-transition report<br />
Financial reporting<br />
Closure of accounts
Change language