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SI / ISI YUE XIU SECURITIES COMPANY LIMITED 28/F, Siu On Centre, 188 Lockhart Road, Wanchai, HK 188 28 Tel (852) 3925 9928 Fax (852) 3583 1689 Email info@yxsh.hk Settlement Instruction / Investor

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How to fill out settlement instruction

01

Gather all necessary information such as counterparty details, trade details, settlement date, and settlement amount.

02

Choose the appropriate settlement method (such as wire transfer, check, or electronic funds transfer).

03

Fill out the settlement instruction form provided by the financial institution or broker with the required information.

04

Double check all the information provided for accuracy and completeness.

05

Submit the settlement instruction form to the appropriate party within the specified timeline.

Who needs settlement instruction?

01

Investors who are involved in trading securities, derivatives, or other financial instruments.

02

Financial institutions, banks, and brokers who facilitate trading transactions for their clients.

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What is settlement instruction?

Settlement instruction is a set of detailed guidelines provided by parties involved in a financial transaction that specifies how to execute the settlement of that transaction.

Who is required to file settlement instruction?

Entities involved in financial transactions, such as brokers, dealers, or managing financial assets are typically required to file settlement instructions.

How to fill out settlement instruction?

Settlement instructions should be filled out by providing complete details of the transaction, including account numbers, amounts to be settled, payment methods, and contact information for both parties.

What is the purpose of settlement instruction?

The purpose of settlement instruction is to ensure that the transaction is executed accurately and efficiently, minimizing the risk of errors or delays in the settlement process.

What information must be reported on settlement instruction?

Information that must be reported includes transaction details, parties' identification information, payment instructions, and any reference numbers related to the transaction.

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