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Functionality
The Client Order entry window is used to create client orders. To create a client order the user must fill out the Market Order details: select the side (B/S), quantity, type in the instrument he wants to trade, the price, order type, visible quantity, broker TIF, broker and handling instructions. The user must also fill out the client details: Type in the Name (auto complete), select communication method, fill out the client comment, select the portfolio details, account details, fee type and the fee. The user must also tell the system if the order is an advice order or not.
If the order is an advice order then the user must take the MiFID test.
Once all the details have been filled the user can "Create" the order or "Create and Send" the order.
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