Security Valuation Statements
This workflow template illustrates the generation of security valuation statements for clients. Purchase and download this template in PDF, Visio (VSD) and PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Security Valuation Statements process.
Related KPIs : Percentage of Inaccurate Equity Trade Records, Trade Reporting Error Rate, Percentage of Trade Records Containing Errors (Equity Derivatives)
What is Security Valuation Statements?
The Security Valuation Statements process involves the generation of security valuation statements for clients. This process includes statement request reception, new account setup (if the customer is new and does not have an account yet), disclaimer execution (ensure that the disclaimer forms are signed by the appropriate people), pricing data gathering and update, security statement population and review and automated distribution to client (after approval). If the requested securities are already on the statement owned by the customer, ensure that the customer is contacted and informed.
Download a Sample Security Valuation Statements
Frequently Asked Questions
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