Mobile Sales Force (MSF)

Transcription

1 Mobile Sales Force (MSF) TR Orientation By Vincent, Kiran, Meepin

2 Introduction of MSF System Introducing Phillip Mobile Sales Force MSF System, a web based trading system That allows Trading Representatives to execute trades ANYTIME, ANYWHERE!

3 Capabilities View order status of other trading platforms (Poems, Poems Mobile, Telebroker, ProTrader) Multi Markets: SGX, KLSE, HKSE, US, SET, TSE, LSE, IDX and ASX News and Announcements Charting tools Online TR handbook and User Guide Online forms submission CRM (Client Relationship Management)

4 MSF Homepage MSF Intranet (Office-base TRs, PSC) or MSF Internet (PSC, Road show) or

5 MSF Homepage Any of the 4 MSF servers For TR only For Public Do take note of the differences between these 2 login pages

6 MSF Homepage features Do you know that we have extra features in PhillipMSF as a Trading Representative? Training Videos Forum Events Archive of important Announcements

7 Session Expired Open your Internet Explorer Browser. Click on "Tools" Click on "Internet Options" Click on "Privacy" Click on "Advanced

8 2nd-factor Authentication (2FA)

9 General walk through

10 STOCKS module

11 STOCKS >> Live Price Module Alternatively, you can access via STOCKS >> ORDERS

12 STOCKS >> Trade Module

13 STOCKS >> ACCOUNTS >> Daily Reports >> Potential Buying In This report shows the contracts that might potentially be bought in by the Singapore Exchange because of short selling. TRs are advised to undertake remedy actions early.

14 STOCKS >> ACCOUNTS >> Daily Reports >> Buying In: Failed Deliveries Contracts not bought in successfully on the first round will be considered as failed deliveries. Such contracts will show here. The client will be susceptible to SGX penalties and fees.

15 STOCKS >> ACCOUNTS >> Daily Reports >> Doubtful Report Doubtful Report shows accounts of clients who might have short-sell in the market. You are then reminded to follow-up with your client to enable the delivery of shares.

16 STOCKS >> ACCOUNTS >> Daily Reports >> Daily Business Done Daily Business Done shows all trade done on the previous trading day. Please note that trades done for Singtel A, Singtel 2 and buy-in contracts will not be shown.

17 STOCKS >> ACCOUNTS >> Daily Reports >> Online Business Done Online Business Done shows amendment, cancellations of contracts, manual contract creations for the previous day, contract being bought in by SGX

18 STOCKS >> ACCOUNTS >> Daily Reports >> Buy/Sell Limit Balance < 20% Report This Report shows your clients whose available buy/sell limits have exceeded 80% of their original limits

19 STOCKS >> ACCOUNTS >> O/S Positions >> O/S Contracts O/S contracts shows all outstanding contracts, all sales and purchase contracts from up till Trade date + 3 days. Foreign contracts are also shown here

20 STOCKS >> ACCOUNTS >> O/S Positions >> Shares Awaiting Share Awaiting report is used to check for purchase contracts that are due date + 1 or later. If there is any other corresponding outstanding sell contract, it will be displayed along with the purchase contract.

21 STOCKS >> ACCOUNTS >> O/S Positions >> D+0 Report The D+0 Report shows all contracts that are due. TRs are to remind clients to make payment if they have not done so.

22 STOCKS >> ACCOUNTS >> O/S Positions >> EPS Report EPS report shows details of funds received from clients via EPS on the previous day (before 9 pm)

23 STOCKS >> ACCOUNTS >> Archive >> Monthly Brokerage EPS report shows details of funds received from clients via EPS on the previous day (before 9 pm) This screen shows TR s monthly brokerage earned and trades done for the past 6 months. TR may download and save in Excel format for easy reference.

24 STOCKS >> ACCOUNTS >> Archive >> Monthly Statement This screen shows records of TR s Income, expenses and Retention money

25 STOCKS >> FORMS >> Amendment Form

26 STOCKS >> FORMS >> Withdrawal Form

27 STOCKS >> FORMS >> Currency Conversion

28 STOCKS >> FORMS >> Trading Limit

29 STOCKS >> Announce8 Pod cast of morning market commentary from our Phillip Research team every morning at 0830

30 CARES

31 CRM MSF CRM in Phase 2a introduced new layout for menu structure where it is shown above in Fig 1.2b. It is divided into 3 sections as follows Live CRM Consisting of 3 reports such as Logged-in Clients, Live Online Limit and System Access Status. All of these reports can provide real-time information to users through the default system refresh or manually triggered refresh by users. CRM Favorites By default, this will show only Dashboard. Any frequently use reports in Item 3 will be automatically be added or transferred on this panel once the link reached the minimum of 3 Access. User can also drag and drop a link from item 3 into this panel. CRM Report Menu A categorized link to each available report will be in this panel. You can select from Reports or My Clients at this moment for an available selection of reports. Report Panel a panel to display the information of the selected report

32 CRM >> Logged-in Clients (Today) Report

33 CRM >> Clients Online Limit Report

34 CRM >> System Access Status Report

35 CRM >> Accessing Active Accounts report

36 CRM >> Accessing Traded Counters report

37 CRM >> Accessing Dormant Accounts (With and Without Last Trade Date) report

38 CRM >> Accessing Client Total Brokerage (6 months) report

39 CRM >> Accessing reports under MyClients This panel of menu consists of report that can be use to find, organize and easy access for your clients list. The following list is available on this menu panel. My Clients, Added this week and Added this month. The differences of these 3 reports are simply parameter values passed filter the list.

40 CRM >> Accessing reports under MyClients

41 CRM >> Accessing reports under MyClients

42 INFO >> USER GUIDE

43 *Important INFO >> TR HANDBOOK

44 MSF Smartphone Web Connect your Android device, iphone, ipad or Blackberry Torch to the internet using 3G or WIFI. Log on to on the browser of your Smartphone or tablet computer Login with the same MSF Login ID and Password.

45 MSF Android Apps Connect your Android device to the internet using 3G or WIFI. Android device users can download the application from to your Android device. Install the downloaded apps. Launch the installed apps

46 The End We have come to the end of the presentation. Should you have any queries, you can contact the MSF Team. Hotline: Thank you!