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24101 Postgrad Matching and Settlement [NI Proposed Lapsed] Published May 14, 2004Table of Contents PART TITLE PART 1 DEFINITIONS AND INTERPRETATION PART 2 APPLICATION PART 3 TRADE MATCHING PART 4

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How to fill out trade matching statement

01

Gather all relevant trade information including trade date, settlement date, security name, quantity, and price.

02

Match the buy and sell sides of each trade to ensure accurate recording.

03

Reconcile any discrepancies between the trade details.

04

Verify that all information is correctly inputted into the trade matching statement.

Who needs trade matching statement?

01

Investment banks

02

Hedge funds

03

Asset managers

04

Brokerage firms

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What is trade matching statement?

Trade matching statement is a document used in the financial industry to match the details of trades executed by a broker with the corresponding details provided by the client.

Who is required to file trade matching statement?

Brokers and other financial institutions are required to file trade matching statements.

How to fill out trade matching statement?

Trade matching statements can be filled out by entering the details of each trade, such as the date, time, security traded, quantity, price, and any other relevant information.

What is the purpose of trade matching statement?

The purpose of trade matching statement is to ensure accuracy and transparency in the trading process, and to detect any discrepancies or errors in trade details.

What information must be reported on trade matching statement?

Trade matching statements must include details of each trade, such as the date, time, security traded, quantity, price, and any other relevant information.

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