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Scenario – The Trade Lifecycle in Action

This scenario explores how various trade lifecycle concepts are used in practice. You will observe a situation where a mutual fund forms a relationship with a broker-dealer. The mutual fund forms views, plans trades, and places orders, while the broker-dealer facilitates trade execution. You will follow the trades from onboarding, through pre-trade planning, trade execution, clearing, settlement, and ongoing position management.

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    45 Minutes

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