Investor Services Online

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

    Investor Services Online provides:

  • 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.

Need help deciding which solution is best for your business?