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Transactions

Akila 2.0 – Operational Procedures Transactions

Akila 2.0 allows transactions on equities, mutual funds, fixed income securities and GICs. It also allows tracking of external assets.

Lesson Content

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Equity transactions

Mutual fund transactions

Transaction status and rejection process

Special procedures for mutual funds and seg funds

GIC transactions

Fixed Income transactions

Managing external assets – tracked portfolios

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