Order Entry
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'Order Entry' terminals are at convenience locations so that investor can place order easily. All terminals are connected via network cable and data are centralized at the server.
For use in branch offices, the connection to CAMS will be by means of modems.
Order entered will be verified by the system for client's stock position and credit position. Only valid entries will be accepted.
To identify a investor, the system will check for the information of a membership card. The accepted data will be posted to the account of the card owner.
The system employs bar-code reading from a membership card.
For those who have left their membership card at home, a staff's ID card will be required and the staff concerned will be able to make the order entry for the client. However, the client's HK ID number will be used together with a password will be required to complete an order.
All data from 'Order Entry' terminals are centralized at the server and reference number will be issued at a first come first service basis. The investor will be able to get a Provisional Receipt during the order processing time. A reference number is issued and printed on the provisional receipt by the server for checking the order status.
The 'Order Entry' screen can be switched to 'Order Status' screen with a simple key entry by the investor. The investor can also verify his own investment portfolio by selecting 'Personal Information' Screen.
'Order Entry' screen has many order processing functions.
Through the 'Information Page', Investors can read announcements from the system providers. There are dividend announcement status for each stock.
Investor can change order quantity or even cancel an order (with conditions)