SB-58 Show Entitlement on Statement


This is a Customer Relation Management feature. When brokerage firm put client’s entitlement either bonus stock or dividend receivable on client’s statement, it will help investors to make new investments. POP system with this module added will retrieve data from client’s portfolio for book close quantity and show on statement when the book close date is later then the trade day.


客戶關係管理,是促進業務的手段. 在POP系統加入此功能, 可以將客戶應該在派息當日, 應該收到的紅利或紅股, 讓投資者趁早考慮進一步投資的策略, 間接幫助證券公司業務.