As a follow-up to the notification sent out in May 2016, we are pleased to inform you that the new Service Billing functionality will be made available in Saxo Tools on October 31st 2016.
Going forward, a WLC employee will have to validate the personal details provided by their clients when subscribing to exchange data and / or news services – this validation will take place in the Service Billing module, and has to be done within 48 hours of the end-client submitting the subscription.
Note that the personal details of the end-clients will be encrypted like the other end-client information in Saxo Tools stored under the Encrypted Client Information section in CCM.
A user manual is in the process of being completed, and will be sent out in the run-up to go-live.
For more information, please contact Instpm@saxobank.com.