BFS Version: 1.X
The starting point of the fund trading in BFS is the customer order. This is where someone decides that a fund should be bought or sold on behalf of an account.
An order can be created in a few different ways listed below:
- Manually by the customer from the front end application.
- Manually by a backoffice operator from the backoffice application.
- Automatically from a monthly savings event or linked order from a one time deposit instruction.
- Automatically from a re-balancing or allocation event.
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