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Sales desk to place trades for the client. Currently, there have been issues identified with such clients when WM retains the clients and appoints a WM ACO, trades can sometimes get blocked by ICG as their 'good to go' system (tradefinder) shows red due to the lack of a CIB ACO even if WM ACO has been
As part of the offboarding retention exercise, we have identified a process improvement opportunity in CIB for WM clients where WM is dependent on Institutional Client Group (ICG) Sales desk to place trades for the client. Currently, there have been issues identified with such clients when WM retains the clients and appo
Sales desk to place trades for the client. Currently, there have been issues identified with such clients when WM retains the clients and appoints a WM ACO, trades can sometimes get blocked by ICG as their 'good to go' system (tradefinder) shows red due to the lack of a CIB ACO even if WM ACO has been
As part of the offboarding retention exercise, we have identified a process improvement opportunity in CIB for WM clients where WM is dependent on Institutional Client Group (ICG) Sales desk to place trades for the client. Currently, there have been issues identified with such clients when WM retains the clients and appo
Sales desk to place trades for the client. Currently, there have been issues identified with such clients when WM retains the clients and appoints a WM ACO, trades can sometimes get blocked by ICG as their 'good to go' system (tradefinder) shows red due to the lack of a CIB ACO even if WM ACO has been
As part of the offboarding retention exercise, we have identified a process improvement opportunity in CIB for WM clients where WM is dependent on Institutional Client Group (ICG) Sales desk to place trades for the client. Currently, there have been issues identified with such clients when WM retains the clients and appo
Entities connected to both WM ACO and Institutional Client Group