Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
|
N |
Y |
Y |
N |
Y |
N |
Y |
*This feed supports history only on initial activation.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
-
Enter the account information as per the statement:
Field Name Field Description Example Account number This is the Shaw and Partners Ltd account number.
Account Number: S123456
Product Set to " Shaw and Partners Ltd "
Shaw and Partners Ltd - Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
If all accounts are not linked, the system will create duplicate accounts for each existing holding that was not linked. The resulting duplication can be challenging to correct.
Authority Process
- The account holder is required to send an email to:
Email: ClientServicesSydney@shawandpartners.com.au
With the following text:
Dear Shaw and Partners Ltd,
Can you please set up the following accounts for the Class data feed:
Account Name Account Number / HIN .................... ...............................
Kind Regards,
- Change the status of the feed to "Waiting on Provider".
Note: The data is expected to start loading automatically within 10 business days.
| Symbol | Description |
|---|---|
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|
Supported |
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Not supported by Class |
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Not supported by Provider |