GICS Rules

GIC rules can be configured to restrict trades or holdings for specific Sectors, Industry Groups, Industries or Sub Industries.

1.GIC Rules

1.1Trades

GIC rules can be implemented for trades and alerts can be generated each time a rule is broken

GIC rules can be implemented for holdings. Alerts for holding rules are displayed on the alerts screen.

Holdings rules for holdings will be triggered:

•Initially as part of implementation.

•Each time an employee is added to a group. (Manually or Electronically)

Every time a holding is added manually

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