← Sales & Trading (FICC)
Client Flow Trading
Making markets for institutional clients — from onboarding the client through quoting, hedging, settling and measuring the revenue.
1.1KYC and account openingkyc-doc-parsekyc-rules
Identify the client, rate the risk, open accounts.
- Delivers
- Approved client
- Led by
- Risk, credit & compliance · with Salesperson, Client
1.2Trading documents and limits1 wanted
ISDA / CSA or repo agreements; credit and settlement limits.
- Delivers
- Signed agreements, limits
- Led by
- Risk, credit & compliance · with Salesperson, Client
- Wanted
isda-terms-summary Extract the key terms of an ISDA schedule and CSA: thresholds, eligible collateral, termination events.