After closing of market, the data is uploaded for scrutinizing, generating trading activities reports of the clients and then reports confirmations. The securities settlement system maintains securities’ book-entry(s) for participants. Company’s software system provides option to upload files as generated from KATS. Then these are matched with order records. Through this department discrepancies are resolved to complete reconciliation. Available system has option to configure controls to monitors client history, short selling, net over all position and to restrict transaction of clients’ record electronically as well as manually.

Settlement Office & CDC Function

• Functions of Settlement Office
• To generate client confirmation reports.
• To generate clients trading reports.
• Confirmation dispatch.
• Email Confirmation.
• Pledge shares with banks.
• Settlement with National Clearing Settlement System.
• Purchase, sale & difference bills are dispatched on regular basis.
• Pledging shares with Stock Exchange.
• Physical shares are transferred to CDC.
• Deposit Request & Withdrawal request.
• Pledging shares with Karachi Stock Exchange.

Account Office

Main function of account department is to maintain clients trading accounts. Major responsibility of this department is receiving cheques from clients to deposit amount in their trading account. Besides this they also maintained clients as well as company’s trading exposure. On the demands of clients, credit balance cheques are issued in favor of client’s respective trading account(s).

Customer Support Department

This department provides one window opportunity to the valuable clients to seek information regarding to the online trading, clients activity reports, email confirmation and status of clients cheques. This department also plays vital role to promote securities marketing through different online and offline channels. To provide fast response of clients’ queries regarding trading, technical and their account status.

Building clients loyalty is major task, which is assigned to this department.

The dept gives guidelines regarding marketing, sales, customer services (online, offline) as well as highlights and encourage the potential business avenues/prospects through personalized information & services, maintaining customers credibility, queries regarding accounts, investment and transactions.