Risk management
Review A-Book and B-Book policies, exposure and trading limits within your operating model.
Approved policies
Authorised staff review account, group and instrument rules. Technical configuration does not replace professional risk management or the brokerage’s regulatory duties.
Liquidity connection
External routing depends on a provider agreement and approved instrument and account policies. Interruption handling, orders and open positions are covered by operating scope and contract.
Appropriate disclosure
Public information describes capabilities and contractual boundaries. Routing, hedging, counterparty data and private pricing rules are outside the public website.
Agree the scope before contracting
Review the base subscription and discuss required expansions and integrations with the team.