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How to handle CIG Trade requests

This article outlines the standard process for receiving, validating, and confirming CIG trades to ensure accuracy, consistency, and proper record-keeping.

  1. Receive trade request from the advisor’s office via email. 

  2. Sanity Checks:  

    • Confirm account number and investor name are provided. 

    • Ensure details in the email subject line match the email body. If there is a mismatch: Request the advisor to resend a corrected trade request. 

    • Confirm whether currency conversion (FX) is required. 

    • Confirm whether the currency for withdrawal is specified.

  3. Acknowledgement:

    • Once sanity checks are successfully completed: Send an acknowledgement email using the HubSpot template.

  4. Forward the trade request email to: portfolioadmin@portfoliometrix.com , Cc Gareth and Junaid. 

  5. Create a task on the “CIG Trade Tracker” Asana board.

    • Ensure the following details are included: 

    • Account number 

    • Investor name 

    • Trade amount 

    • Indication of FX requirement (if applicable) 

    • Paste HubSpot link in the task comments 

    • Upload CIG withdrawal form (if provided). 

  6. Internal Trade confirmation. 

    • Ensure the account is included on the trades list posted by Gareth/Junaid on teams, trade amount and FX requirement (if required) are correct. 

  7. Confirm Completion. 

    • Once the trade has been executed: Send a trade confirmation email using the HubSpot template. 

  8. FX Confirmation (If Applicable). 

    • Confirm with Gareth/Junaid if FX trade has been placed.  

    • Send an FX confirmation email.