Investor Services
Manage your investments Portfolio Online
With Business Online, you have access to Investor Services Online via our single sign-on capability. This means you have access to your entire investment custody portfolio across Africa, and you can monitor your securities flow from trade instruction to settlement.
Investor Services Online benefits
- Real-time processing of settlement and corporate action instructions.
- Online real-time view of holdings, transaction statuses and corporate action activity.
- Dashboard overview of the daily transaction summary and corporate actions highlights
- Customised settings which allow you to amend numbering schemes, reorder and remove columns to your viewing preference.
- The ability to view, export and print reports and advices in excel and pdf.
- Secure access and segregation of duties based on single and dual authorisation
Investor services Online Features
Investor Services Online has powerful functionality:
- Trade Initiation: This enables you to manage your securities transactions from creation and amendment to cancellations.
- Response Initiation: This enables you to respond on elective events, cancel responses and introduces a new calendar function which allows you to respond to events from a calendar view.
- Audit: This provides you with a full audit trail of all trade initiation and response initiation actions.
- Asset Holding Enquiry: These allow you to view your asset holdings (along with market price), including a view of pending movements and pledged holdings.
- Allegement and Securities Enquiries: These allow you to view all broker and settlement allegements as well have a view of real-time security movements.
- Charges and Certificates Enquiries: These enable you to view detailed charges as well as certificate details held in Standard Bank such as certificate numbers and denomination.
- Corporate Actions Enquiries: This enables you to view all corporate action event details such as:
- Responses
- Eligibility
- Entitlements
- Meeting Details
- Resolutions
- Disbursements
- Trade Enquiry
- This functionality enables you to view real-time statuses of settlement instructions across the different asset classes. This functionality also enables you to view the market status, as well as status messages sent from Standard Bank which are reflected per instruction.
- File Transfer
- This enables you to instruct bulk trade orders or bulk corporate action event responses through a file upload process.
- Self-Service Administration
- This enables you to customise your portfolio view according to your own preference, that is, email notifications for market information, numbering schemes, landing page and reorder of columns.
- Dashboard
- Dashboard overview of the daily transaction summary and corporate actions highlights
- File Transfer
- Instruct bulk trade orders or bulk corporate action event responses through a file upload process.
- Self-Service
- Customise your portfolio according to your own preferences.
- Real-time Processing
- Real-time processing of settlement and corporate action instructions
- Full Audit Trail
- Investor Services Online provides you with a full audit trail of all trade initiation and response initiation actions.
-
Investor Services Online benefits
-
Investor services Online Features
- Real-time processing of settlement and corporate action instructions.
- Online real-time view of holdings, transaction statuses and corporate action activity.
- Dashboard overview of the daily transaction summary and corporate actions highlights
- Customised settings which allow you to amend numbering schemes, reorder and remove columns to your viewing preference.
- The ability to view, export and print reports and advices in excel and pdf.
- Secure access and segregation of duties based on single and dual authorisation
Investor Services Online has powerful functionality:
- Trade Initiation: This enables you to manage your securities transactions from creation and amendment to cancellations.
- Response Initiation: This enables you to respond on elective events, cancel responses and introduces a new calendar function which allows you to respond to events from a calendar view.
- Audit: This provides you with a full audit trail of all trade initiation and response initiation actions.
- Asset Holding Enquiry: These allow you to view your asset holdings (along with market price), including a view of pending movements and pledged holdings.
- Allegement and Securities Enquiries: These allow you to view all broker and settlement allegements as well have a view of real-time security movements.
- Charges and Certificates Enquiries: These enable you to view detailed charges as well as certificate details held in Standard Bank such as certificate numbers and denomination.
- Corporate Actions Enquiries: This enables you to view all corporate action event details such as:
- Responses
- Eligibility
- Entitlements
- Meeting Details
- Resolutions
- Disbursements
- Trade Enquiry
- This functionality enables you to view real-time statuses of settlement instructions across the different asset classes. This functionality also enables you to view the market status, as well as status messages sent from Standard Bank which are reflected per instruction.
- File Transfer
- This enables you to instruct bulk trade orders or bulk corporate action event responses through a file upload process.
- Self-Service Administration
- This enables you to customise your portfolio view according to your own preference, that is, email notifications for market information, numbering schemes, landing page and reorder of columns.
- Dashboard
- Dashboard overview of the daily transaction summary and corporate actions highlights
- File Transfer
- Instruct bulk trade orders or bulk corporate action event responses through a file upload process.
- Self-Service
- Customise your portfolio according to your own preferences.
- Real-time Processing
- Real-time processing of settlement and corporate action instructions
- Full Audit Trail
- Investor Services Online provides you with a full audit trail of all trade initiation and response initiation actions.
We also offer
Accessibility
To meet the changing needs of our customers in a digital world, Standard Bank Business Online services are accessible across a multitude of devices, at any time and give you complete control of your finances.
Full transactional feedback
This service provides detailed feedback on your transactions. You can view failed transactions, print consolidated reports and update the status of a transaction according to a list of failed reasons.