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Investor Services

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Manage your custody portfolio with Investor Services Online

Manage your custody portfolio with Investor Services Online. Access and control your entire Investment custody profile from trade settlement, corporate event management, proxy voting and reporting.

Some of the benefits

Dashboard

Top-down overview of your daily transactions and corporate actions

Reliability

Backed by the largest banking group in Africa

Convenience

Full control over your financial activity from your own desk, 24/7

Compliance

Easy access to comprehensive reports with full audit trails
Features

Investor Services Online is a fully featured custody tool, featuring:

  • Trade initiation: Fully manage of all your securities transactions. Create, amend or cancel individual transactions
  • Response initiation: Automate your trades by setting actions that can be initiated or cancelled in response to specific events. Now with a calendar function so that you can respond to events from a calendar view
  • Audits: Extract a full audit trail of all trade initiation and response initiation actions
  • Asset holding enquiry: View a complete inventory of your assets and holdings, which includes current market prices and a view of all pending movements and pledged holdings
  • Allegement and securities enquiries: Provides a report of all broker and settlement allegements. This feature also gives a view on real-time security movements
  • Charges and certificates enquiries: Provides a complete view of charges levied, in detail. It also provides full details of all certificates held in Standard Bank, including certificate numbers and denominations
  • Corporate actions enquiries: View details of all corporate actions, including:
    • Responses
    • Eligibility
    • Entitlements
    • Meeting details
    • Resolutions
    • Disbursements
  • Trade enquiry: Real-time view of the statuses of all your settlement instructions across all the different asset classes. This feature also gives a view of the market status and status messages from the bank which are relevant to each instruction
  • File Transfer: For bulk trade orders or corporate actions, we allow instructions to be batched into a single file and uploaded through the File Transfer facility
  • Self-service administration: Customise your portfolio view to suit your preferences. Options include requesting email notifications for market updates, choosing numbering schemes, setting your landing page and re-ordering columns
What you get
By using Investor Services Online, you gain access to the following services:
  • Real-time processing, which applies to settlement and corporate action instructions
  • Ability to view your holdings, the status of your transactions and your corporate action activity, online and in real-time
  • Dashboard summary, for a top-down view of your daily transactions, and highlights of corporate actions
  • Fully customisable interface so that you can amend numbering schemes, re-order views and remove columns
  • Reporting service, which generates reports for viewing, printing or exporting to Excel or PDF
  • Fully secured access control, allowing for per-user restriction of roles and features
  • Features
  • What you get

Investor Services Online is a fully featured custody tool, featuring:

  • Trade initiation: Fully manage of all your securities transactions. Create, amend or cancel individual transactions
  • Response initiation: Automate your trades by setting actions that can be initiated or cancelled in response to specific events. Now with a calendar function so that you can respond to events from a calendar view
  • Audits: Extract a full audit trail of all trade initiation and response initiation actions
  • Asset holding enquiry: View a complete inventory of your assets and holdings, which includes current market prices and a view of all pending movements and pledged holdings
  • Allegement and securities enquiries: Provides a report of all broker and settlement allegements. This feature also gives a view on real-time security movements
  • Charges and certificates enquiries: Provides a complete view of charges levied, in detail. It also provides full details of all certificates held in Standard Bank, including certificate numbers and denominations
  • Corporate actions enquiries: View details of all corporate actions, including:
    • Responses
    • Eligibility
    • Entitlements
    • Meeting details
    • Resolutions
    • Disbursements
  • Trade enquiry: Real-time view of the statuses of all your settlement instructions across all the different asset classes. This feature also gives a view of the market status and status messages from the bank which are relevant to each instruction
  • File Transfer: For bulk trade orders or corporate actions, we allow instructions to be batched into a single file and uploaded through the File Transfer facility
  • Self-service administration: Customise your portfolio view to suit your preferences. Options include requesting email notifications for market updates, choosing numbering schemes, setting your landing page and re-ordering columns
By using Investor Services Online, you gain access to the following services:
  • Real-time processing, which applies to settlement and corporate action instructions
  • Ability to view your holdings, the status of your transactions and your corporate action activity, online and in real-time
  • Dashboard summary, for a top-down view of your daily transactions, and highlights of corporate actions
  • Fully customisable interface so that you can amend numbering schemes, re-order views and remove columns
  • Reporting service, which generates reports for viewing, printing or exporting to Excel or PDF
  • Fully secured access control, allowing for per-user restriction of roles and features
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