Product settings

TradeSocio NewUX - Broker Admin manual

Product settings provides you the functionality to manage investment products global properties and investing conditions.

The section consists of following pages:

• Strategies settings - set global settings of strategies type of investment products

• SMA settings - set global settings of SMA type of investment products

• Terms and Conditions - upload or modify broker terms

• Power of attorney - upload or modify agreements for SMA type of investment product

• Compliance settings - set the compliance requirements for opening and account and depositing

• Fee calculations settings - review your modes of fee calculation and deduction