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1/30 ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------------------------------------------------------------ Manual for Investor © 2006 Settrade.com Investor Manual Investor Manual Investor Manual Investor Manual (Derivatives) (Derivatives) (Derivatives) (Derivatives) Version: 1.4 – 2007 Print Date: Release Date: 10-08-2007 Prepared by: Marketing Department Reviewed by: File Name: Manual Investor Ver1-3 Confidentiality Category: Confidential

Transcript of Manual Investor Ver1-4 · Manual Investor Ver1-4 ... 3/30 -----

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------------------------------------------------------------------------------------------------------------------------------------------------ Manual for Investor © 2006 Settrade.com

Investor ManualInvestor ManualInvestor ManualInvestor Manual

(Derivatives)(Derivatives)(Derivatives)(Derivatives)

Version: 1.4 – 2007 Print Date: Release Date: 10-08-2007 Prepared by: Marketing Department Reviewed by: File Name: Manual Investor Ver1-3 Confidentiality Category:

Confidential

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'()*+,'()*+,'()*+,'()*+,

1. -()./012*345 -()./012*345 -()./012*345 -()./012*345 (Account Register).........................................................................................3

2. -()267('89)1** -()267('89)1** -()267('89)1** -()267('89)1** (Login) ...........................................................................................................5

3. -():;<=6(4>?75 -():;<=6(4>?75 -():;<=6(4>?75 -():;<=6(4>?75 (Online Trading).............................................................................................6

3.1 '9/@A('+B/:;<=6(4 '9/@A('+B/:;<=6(4 '9/@A('+B/:;<=6(4 '9/@A('+B/:;<=6(4 (Place Order)........................................................................................6 3.2 C8'D(516=/@A('+B/ C8'D(516=/@A('+B/ C8'D(516=/@A('+B/ C8'D(516=/@A('+B/ (Order Status) ..................................................................................8 3.3 C867=E8.F=)GH-():;<=6(4 C867=E8.F=)GH-():;<=6(4 C867=E8.F=)GH-():;<=6(4 C867=E8.F=)GH-():;<=6(4 ((((Trading Portfolio))))....................................................................9

3.4 ')?K)(4-():;<=6(4 L M+553<')?K)(4-():;<=6(4 L M+553<')?K)(4-():;<=6(4 L M+553<')?K)(4-():;<=6(4 L M+553< ((((Total Deal Summary)))) ........................................................17

3.5 ')?K)(4-()03BE3-()KNC'D(51O** ')?K)(4-()03BE3-()KNC'D(51O** ')?K)(4-()03BE3-()KNC'D(51O** ')?K)(4-()03BE3-()KNC'D(51O** Real----time (Position Closing) ......................................19

3.6 ')?K'+,,(03B2>.;==489O** ')?K'+,,(03B2>.;==489O** ')?K'+,,(03B2>.;==489O** ')?K'+,,(03B2>.;==489O** Real----time (Outstanding Position)..........................................19

4. ')?KP(F)MEH.(C ')?KP(F)MEH.(C ')?KP(F)MEH.(C ')?KP(F)MEH.(C (Market Summary) .................................................................................20

5. -)(QO'C/-()2@.;B=5R>M6=/>?75)1>M9(/M+5 -)(QO'C/-()2@.;B=5R>M6=/>?75)1>M9(/M+5 -)(QO'C/-()2@.;B=5R>M6=/>?75)1>M9(/M+5 -)(QO'C/-()2@.;B=5R>M6=/>?75)1>M9(/M+5 ((((Intraday Charts)))) ...................................................22

6. Fast Quote .......................................................................................................................23

7. 67=E8.K)1-=*-()H+C'S5TU 67=E8.K)1-=*-()H+C'S5TU 67=E8.K)1-=*-()H+C'S5TU 67=E8.K)1-=*-()H+C'S5TU (Decision Support Info) ...............................................................27 8.1 67=E8.*)SV+0UC012*345 67=E8.*)SV+0UC012*345 67=E8.*)SV+0UC012*345 67=E8.*)SV+0UC012*345 (Listed Company Info).............................................................27

8.2 KWS0S5>.+-0)+F4G KWS0S5>.+-0)+F4G KWS0S5>.+-0)+F4G KWS0S5>.+-0)+F4G (X-Calendar)....................................................................................28 8. My Corner........................................................................................................................29

9.1 2K.3B45)>+'X9(5 2K.3B45)>+'X9(5 2K.3B45)>+'X9(5 2K.3B45)>+'X9(5 ((((Change Password))))............................................................................29 9.2 2K.3B45@A(D(E @A(H=* 2K.3B45@A(D(E @A(H=* 2K.3B45@A(D(E @A(H=* 2K.3B45@A(D(E @A(H=* ((((Change Question & Answer)))) .....................................................29

9.3 2K.3B45=32E.G 2K.3B45=32E.G 2K.3B45=32E.G 2K.3B45=32E.G ((((Change Email)))).......................................................................................30 9.4 2K.3B45)>+'03BTY7:;<=6(4 2K.3B45)>+'03BTY7:;<=6(4 2K.3B45)>+'03BTY7:;<=6(4 2K.3B45)>+'03BTY7:;<=6(4 ((((Change PIN)))) ............................................................................30

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1. -()./012*345 -()./012*345 -()./012*345 -()./012*345 ((((Account Register)

• @.S-03B Open Account >57(U=./012*345U1K)(-W6Z<5

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• -)=-67=E8../T5Y9=/M9(/C+/53<

User ID H+</Y;B=X87TY72F;B=TY7267('89)1** (TY7RC70+</H+M=+-V)P(V(=+/-[VO.1H+M2.6RE92-S5 10 H+M)

Password H+</)>+'X9(5 (TY7RC70+</H+M=+-V)P(V(=+/-[VO.1H+M2.6UA(5M5 6-10 H+M

Re-enter Password T'9)>+'X9(503B2>E;=5-+*C7(5*5 2F;B=4;54+5 Email T'9=32E.G03B'(E()DHSCH9=09(5RC7 Default Start Page H+</>57(O)-03B09(5H7=/-()T>7K)(-W>.+/U(-03B log-in Question H+</@A(D(E Answer H+</@A(H=*

(>E(42>H?>E(42>H?>E(42>H?>E(42>H? >(-.;E)>+'X9(5 (Password) >);=)>+'03BTY7'9/@A('+B/:;<=6(4 (Trading PIN) )1**U1H)MU'=*M9(09(52K]52U7(6=/*+,Y3:;<=6(453<U)S/^C4TY7@A(D(EO.1@A(H=*03B09(5H+</2=/)

Name T'9Y;B=6=/09(5 Surname T'95(E'-?.6=/09(5 Occupation T'9=(Y3F6=/09(5 Date of Birth(dd/mm/yyyy) T'9M+5 2C;=5 K_ 2-SC 6=/09(5 ^C4'(E()[email protected]`) � 2F;B=2.;=-M+5

03B 2C;=5 O.1)1*?K_ Citizen ID T'92.6K)1UA(H+MK)1Y(Y56=/09(5 Home Address T'903B=48903B*7(5 Postcode T'9)>+'RK)VL34G City T'9Y;B=U+/>M+C/2E;=/ State/Province T'9Y;B=)+b

(-)L303B09(5E3P8ES.A(25(=489T5K)120`R04 -)?L(2M75RM7) Country T'9Y;B=K)120` Office Address T'903B=48903B0A(/(5 Postcode T'9)>+'RK)VL34G City T'9Y;B=U+/>M+C/2E;=/ State/Province T'9Y;B=)+b

(-)L303B03B0A(/(56=/09(5=489T5K)120`R04 -)?L(2M75RM7) Country T'9Y;B=K)120` Telephone No. T'9>E(42.6^0)`+F0G Fax No. T'9>E(42.6^0)'() Mobile No. T'9>E(42.6^0)`+F0G2@.;B=503B

• -CK?cE “Submit” 2F;B=*+50Z-67=E8.T5)1** >57(U=03B4;54+5-()./012*345U1K)(-W6Z<5

09(5'(E()D0C.=/TY7/(5C867=E8.)(@(>?75RC70+503^C4 -CK?cE “Login” 2F;B=267('89)1** >.+/U(-5+<5*)SV+0>.+-0)+F4GU1CA(25S5-()H)MU'=*67=E8.6=/09(5O.1U1U+C'9/)>+'03BTY7:;<=6(4T>709(50(/RK)VL34G

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2. -()267('89)1** -()267('89)1** -()267('89)1** -()267('89)1** ((((Login)

Login T'9 User ID 03BH+</RM72E;B=./012*345 Password T'9)>+'X9(503BH+</RM72E;B=./012*345

>E(42>H?: >(-09(5.;E)>+'X9(5 (Password) -)?L(@.S-03B “Forgotten your password?” U(-5+<5>57(U=C+/P(FU1

K)(-W6Z<5

)1**U1T>709(5H+</ Password T>E9^C4-)=-67=@M(EC+/53<

User ID T'9Y;B= (User ID) 03B09(5H+</RM72E;B=./012*345 Question T'9@A(D(E03B09(5H+</RM72E;B=./012*345 Answer T'9@A(H=*03B09(5H+</RM72E;B=./012*345 New Password H+</)>+'X9(5T>E9 Submit -CK?cE “Submit” 0+</53<09(5U1'(E()DTY7)>+'T>E9RC70+503

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3. -():;<=6(4>?75 -():;<=6(4>?75 -():;<=6(4>?75 -():;<=6(4>?75 ((((Online Trading)

3.1 '9/@A('+B/:;<=6(4 '9/@A('+B/:;<=6(4 '9/@A('+B/:;<=6(4 '9/@A('+B/:;<=6(4 ((((Place Order) • >.+/U(-03B Log-in 267('89)1** @.S-03B “Place Order” T52E580(/C7(5:7(4 >57(U='9/@A('+B/ Place

Order U1K)(-W6Z<5 ^C4-()'9/@A('+B/:;<=6(4U1'(E()D0A(RC7 2 O**@;=

3.1.1 '9/@A('+B/d))EC( '9/@A('+B/d))EC( '9/@A('+B/d))EC( '9/@A('+B/d))EC( (Order) U1O'C/>57(U= C+/53<

User '(E()D'9/@A('+B/:;<=6(4RC7^C4 • Side 2.;=-M9(H7=/-() Buy >);= Sell • Series ID )1*? Series ID 03BH7=/-()'9/@A('+B/ • Volume )1*?UA(5M5'+,,(03BH7=/-()'9/@A('+B/ • Price )1*?)(@(03BH7=/-()'9/@A('+B/ • PIN )>+'03BTY7'9/@A('+B/:;<=6(4 • Position 2.;=- Position 6=/'+,,(M9(U12K]5 Open >);= Close

• Type 2.;=-Y5SC6=/'+,,(M9(U12K]5O** Market >);= Limit

• Validity 2/;B=5R6-()'9/@A('+B/ E3 3 )8KO** C+/53< - FOK (Fill or Kill) - FAK (Fill and Kill) - Day

• Publish Volume UA(5M5'+,,(03BH7=/-()5A(==-O'C/*5-)1C(5:;<=/6(4 (D7(RE9-)=-67=E8. )1**U1 default 2K]5 volume 03B'9/@A('+B/)

• Submit 2E;B=H7=/-()'9/@A('+B/ -CK?cE Submit

• Clear 2E;B=RE9H7=/-()'9/@A('+B/ -CK?cE Clear

3.1.2 '9/@A('+B/ '9/@A('+B/ '9/@A('+B/ '9/@A('+B/ Stop Order U1O'C/>57(U= C+/53<

'A(>)+*-()'9/@A('+B/O** Stop Order '(E()D'9/@A('+B/:;<=6(4 Stop Condition RC7^C4 • Stop Order 2.;=- tab Stop Order 2E;B=H7=/-()'9/@A('+B/:;<=6(4 03BT>7-()2'5=:;<=6(4 L

)(@(H.(CE3X.T5)1**:;<=6(42E;B=)(@(H.(C6L15+<52@.;B=5R>ME(DZ/)(@(03B-A(>5C

• Series ID )1*? Series ID 'A(>)+* Series 03BH7=/-()H+</ condition • Price )1*?)(@(03B-A(>5CT>7@A('+B/:;<=6(4E3X.T5)1**:;<=6(42E;B=)(@(H.(C6L15+<5

2@.;B=5R>ME(DZ/)(@(03B-A(>5C53<

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• Condition 2.;=-2/;B=5R603BTY7T5-()'9/@A('+B/ C+/53< - Bid >= Stop Price - Bid <= Stop Price

- Ask >= Stop Price - Ask <= Stop Price - Last >= Stop Price - Last <= Stop Price

• Side 2.;=-M9(H7=/-() Buy >);= Sell • Series ID )1*? Series ID 03BH7=/-()'9/@A('+B/ • Volume )1*?UA(5M5'+,,(03BH7=/-()'9/@A('+B/ • Price )1*?)(@(03BH7=/-()'9/@A('+B/ • PIN )>+'03BTY7'9/@A('+B/:;<=6(4 • Position 2.;=- Position 6=/'+,,(M9(U12K]5 Open >);= Close

• Type 2.;=-Y5SC6=/'+,,(M9(U12K]5O** Market >);= Limit

• Validity 2/;B=5R6-()'9/@A('+B/ E3 3 )8KO** C+/53< - FOK (Fill or Kill)

- FAK (Fill and Kill) - Day

• Publish Volume UA(5M5'+,,(03BH7=/-()5A(==-O'C/*5-)1C(5:;<=/6(4 (D7(RE9-)=-67=E8. )1**U1 default 2K]5 volume 03B'9/@A('+B/)

• Submit 2E;B=H7=/-()'9/@A('+B/ -CK?cE Submit

• Clear 2E;B=RE9H7=/-()'9/@A('+B/ -CK?cE Clear

'A(>)+*-()'9/@A('+B/:;<=6(4T5OH9.1@)+</ '(E()DT>7)1**4;54+5-()'9/@A('+B/RC7 ^C4 click 03BY9=/'3B2>.3B4EC7(5>.+/ Pop-up Confirmation Screen >.+/U(-5+<5 0?-@)+</03B-CK?cE Submit 2F;B='9/@A('+B/:;<=6(4 U1O'C/ Pop-up 2F;B=T>70A(-()4;54+5-()'9/@A('+B/ C+/53<

5=-U(-53< T5-()C8)(4-()@A('+B/03BRC7'9/RK5+<5 '(E()DC8RC7T5'9M5 Order Status C7(5.9(/ 0+</53< user '(E()D-A(>5CT>7)1** Refresh 67=E8.=+H^5E+HS >);='(E()D Refresh RC72=/03B2E58 “Auto

Refresh” C+/53< 2.;=- Off 2E;B=H7=/-()0A(-() Refresh 67=E8.2=/

2.;=- On 2E;B=H7=/-()T>7)1** Refresh 67=E8.=+H^5E+HS ^C4'(E()D-A(>5C2M.(T5-() Refresh RC7M9(U1T>7)1** Refresh 0?- 1 5(03, 5 5(03 >);= 10 5(03

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3.2 C8'D(516=/@A('+B/ C8'D(516=/@A('+B/ C8'D(516=/@A('+B/ C8'D(516=/@A('+B/ ((((Order Status)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Order Status” T52E58C7(5:7(4 >57(U= Order Status U1K)(-W6Z<5 C+/53<

• '(E()DC8'D(516=/@A('+B/T52M.(5+<5RC7^C4T>7)1** Refresh 67=E8.=+H^5E+HS >);='(E()D

Refresh RC72=/03B2E58 “Auto Refresh” C+/53< 2.;=- Off 2E;B=H7=/-()0A(-() Refresh 67=E8.2=/

2.;=- On 2E;B=H7=/-()T>7)1** Refresh 67=E8.=+H^5E+HS ^C4'(E()D-A(>5C2M.(T5-() Refresh RC7M9(U1T>7)1** Refresh 0?- 1 5(03, 5 5(03 >);= 10 5(03

67=E8.H9(/g U1K)(-W6Z<5 C+/53< • Line Available O'C/M/2/S5@/2>.;=03B'(E()DTY7:;<=6(4RC7T56L15+<5

- D7('9/@A('+B/:;<= M/2/S5U1.C./ - D7('9/@A('+B/6(4 M/2/S5U12FSBE6Z<5 - D7(M/2/S52K]5 8̀54G RE9'(E()D'9/@A('+B/:;<=RC7

• Excess Equity Excess Equity (Cash Balance – Margin Require) • Cash Balance UA(5M52/S503Bh(-RM7-+*^*)-2-=)G

- D7('9/@A('+B/:;<= M/2/S5U1.C./ - D7('9/@A('+B/6(4 M/2/S5U14+/RE92FSBE6Z<5T50+503

• Order No >E(42.6@A('+B/:;<=6(4 • Series ID Y;B= Series 03B'9/@A('+B/:;<=6(4RK • Time 2M.(03B'9/@A('+B/ • Side Long >E(4DZ/ '9/@A('+B/:;<=

Short >E(4DZ/ '9/@A('+B/6(4 • Price )(@(H9= Series 03B2'5= • Volume K)SE(LH9= Series 03B2'5= • Matched UA(5M5 Series 03BU+*@89O.7M • Balance UA(5M5 Series 03B)=-()U+*@89 • Cancelled UA(5M5 Series 03B4-2.S--()2'5= • Status 'D(516=/@A('+B/ • Detail )(4.12=34C6=/@A('+B/

'A(>)+*-()4-2.S-@A('+B/'(E()D0A(RC7^C4 click 2@);B=/>E(4D8-03BY9=/'3B2>.3B4E>57(@A('+B/03BH7=/-()4-2.S- O.1T'9 PIN 0?-@)+</03BH7=/-()4-2.S-@A('+B/ >.+/U(-5+<5-CK?cE Cancel RC70+503 O.12F;B=2K]5-()4;54+5-()4-2.S-@A('+B/ User '(E()DT>7)1**4;54+5-()4-2.S-@A('+B/RC7 ^C4 click 03BY9=/'3B2>.3B4EC7(5>.+/ Pop-up Confirmation Screen >.+/U(-5+<5 0?-@)+</03B-CK?cE Cancel 2F;B=4-2.S-@A('+B/:;<=6(4 U1O'C/ Pop-up 2F;B=T>70A(-()4;54+5-()4-2.S-@A('+B/ 2Y952C34M-+*-()'9/@A('+B/T5>57( Place Order

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3.3 C867=E8.F=)GH-():;<=6(4 C867=E8.F=)GH-():;<=6(4 C867=E8.F=)GH-():;<=6(4 C867=E8.F=)GH-():;<=6(4 (Trading Portfolio)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Trading Portfolio” T52E58C7(5:7(4 >57(U= Trading

Portfolio :ZB/K)1-=*C7M467=E8.>?75T5*+,Y36=/09(5U1K)(-W6Z<5 C+/53<

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O*9/>57(U===-2K]5 4 '9M5 C+/53< 3.3.1 Account Balances

O'C/67=E8.C+/53< • Line Available O'C/M/2/S5@/2>.;=03B'(E()DTY7:;<=6(4RC7T56L15+<5 • Credit Limit M/2/S5'8/'?C03B'(E()D'9/@A('+B/:;<=6(4RC7 • Excess Equity Excess Equity (Cash Balance – Margin Require)

• Cash Balance UA(5M52/S503Bh(-RM7-+*^*)-2-=)G • Initial Cash Balance UA(5M52/S503Bh(-RM7-+*^*)-2-=)G L H75M+5 • Total MR 2/S5K)1-+5)ME03BH7=/E3 • Initial MR 2/S5K)1-+5H75M+5 • Futures MTM E8.@9('+,,(2034*-+*)(@(H.(C (Futures) • Options MTM E8.@9('+,,(2034*-+*)(@(H.(C (Options)

• Position Limit UA(5M5'+,,(03B'(E()DE3'D(51RC7 • Realize Gain -A(R)>);=6(C0?503B2-SCU(--()KNC'+,,(T5M+55+<5 • Calculate MTM 'D(51-()@A(5ML@9( MTM

• Closing Method MSd3-()@A(5ML-()KNC'D(51 • Call Margin 2/S5K)1-+503BH7=/2)34-2-i*2FSBE 3.3.2 Other Balances

O'C/67=E8.C+/53< '9M56=/ Margin

• Margin Method MSd3-()@A(5ML2/S5K)1-+5

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• Port Outright MR / MM Outright Margin Require / Outright Maintenance Margin

(T5'9M56=/'+,,(03B=489T5 Port)

• Port Spread MR / MM Spread Margin Require / Spread Maintenance Margin

(T5'9M56=/'+,,(03B=489T5 Port) • Pending Order Outright Margin Require / Outright Maintenance Margin

Outright MR/MM (T5'9M56=/@A('+B/03B)=-()U+*@89) • Pending Order Spread Margin Require / Spread Maintenance Margin

Spread MR/MM (T5'9M56=/@A('+B/03B)=-()U+*@89) • Total MR / MM 2/S5K)1-+5)ME03BH7=/E3 / 2/S5K)1-+5)+-V('P(F)ME

'9M56=/ Commission

• Confirmed Order(s) @9( Commission 6=/@A('+B/03BD8-U+*@89O.7M • Pending Order(s) @9( Commission 6=/@A('+B/03B4+/RE9D8-U+*@89 • Total @9( Commission )ME

T5'9M5 Account Balances O.1'9M5 Other Balances U1E32E5849=4'=/2E58@;= >57(U=)(4.12=34C-()@SC Margin (Margin Info)

O'C/67=E8.-()@SC Margin 0+</T5'9M5 Pending Order O.1 '9M5 Portfolio :ZB/O*9/==-2K]5 4 O**H(EMSd3-()@SC Margin RC7O-9

1. Gross Fixed Formula

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2. Net Fixed Formula

3. Gross SRM

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4. Net SRM

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>57(U= Help Page

O'C/@M(E>E(4O.1'8H)03BTY7T5-()@A(5ML@9(H9(/g T5 Portfolio

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� 67=E8.T5'9M56=/ Portfolio

O'C/67=E8.C+/53<

• Amount E8.@9(H750?5 • Market Value E8.@9(H.(C • Unrealized P/L X.H9(/6=/E8.@9(H750?5 O.1H.(C • % Unrealized P/L X.H9(/6=/E8.@9(H750?5 O.1H.(C @SC2K]52K=)G2:i5HG • Realized P/L -A(R)>);=6(C0?503B2-SCU(--()KNC'+,,(T5M+55+<5

O'C/67=E8.C+/53< • Series ID Y;B= Series 03BE3=489T5 Port • Side Y5SC6=/'+,,( E3 2 K)12P0 @;=

- Long

- Short • Start Position UA(5M5'+,,(H+</H75T5M+55+<5 • Available Volume UA(5M5'+,,(03B'(E()D6(4RC7 • Actual Volume UA(5M5'+,,(03BE3=489U)S/ • Average Cost )(@(H750?5U)S/

• Average Price )(@(H750?5 • Market Price )(@(H.(C • Amount E8.@9(6=/H750?5 • Market Value E8.@9(6=/H.(C • Options Value E8.@9(6=/ Options (UA(5M52/S503BU1RC7)+*>);=H7=/2'342E;B=

H7=/-()KNC'+,,() • Unrealized P/L X.H9(/6=/E8.@9(H750?5 O.1H.(C • % Unrealized P/L X.H9(/6=/E8.@9(H750?5 O.1H.(C @SC2K]52K=)G2:i5HG • Realized P/L -A(R)>);=6(C0?503B2-SCU(--()KNC'+,,(T5M+55+<5

3.3.3 67=E8.T5'9M56=/ Order Status

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O'C/67=E8.2Y952C34M-+*>+M67= 3.4 >57(U=C8'D(516=/@A('+B/ (Order Status)

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3.4 ')?K)(4-():;<=6(4 L M+553< ')?K)(4-():;<=6(4 L M+553< ')?K)(4-():;<=6(4 L M+553< ')?K)(4-():;<=6(4 L M+553< (Total Deal Summary)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Total Deal Summary” T52E58C7(5:7(4 >57(U= Total Deal

Summary :ZB/K)1-=*C7M4)(4-()')?K-():;<=6(4T5M+55+<5g U1K)(-W6Z<5 ^C4U1'(E()D2.;=-C8)(4-():;<=6(4RC7 3 )8KO** C+/53<

3.4.1 2.;=-C8 By Order U1O'C/)(4-():;<=6(40+</>ECO4-H(E@A('+B/ (Order no.)

3.4.2 2.;=-C8 By Series

U1O'C/)(4-():;<=6(40+</>EC^C4U1 group H(E Series ID O.1O4-H(E Side M9(2K]5 Long >);= Short

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3.4.3 2.;=-C8 By Price U1O'C/)(4-():;<=6(40+</>ECO*9/H(E Price ^C4U1O'C/)(4-()@A('+B/0+</>EC6=/ Series

ID 2C34M-+5 Side 2C34M-+5 O.103B)(@( (Price) 209(-+5 RM72K]5 1 )(4-()

67=E8.03BO'C/T5>57(U= C+/53< • Trade Date O'C/M+503B'9/@A('+B/:;<=6(4 • Settlement Date O'C/M+503BH7=/YA()1)(@( • Total O'C/)(@()ME6=/)(4-()H9(/ g RC7O-9

- Commission

- VAT - W/H (P(V3>+- L 03BU9(4) - Amount

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3.5 ')?K)(4-()03BE3-()KNC'D(51O** ')?K)(4-()03BE3-()KNC'D(51O** ')?K)(4-()03BE3-()KNC'D(51O** ')?K)(4-()03BE3-()KNC'D(51O** Real-time (Position Closing)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Position Closing” T52E58C7(5:7(4 >57(U= Position Closing :ZB/K)1-=*C7M4)(4-()')?K-()KNC'D(51O** Real-time U1K)(-W6Z<5 C+/53<

67=E8.03BO'C/T5>57(U= C+/53< • Series ID Y;B= Series 03BE3-()KNC'D(51 • Long UA(5M5'+,,( Long 03BD8-KNC'D(51 • Short UA(5M5'+,,( Short 03BD8-KNC'D(51 • No. of Closed Contract UA(5M5'+,,(03BKNC'D(510+</>EC • Realized P/L -A(R)>);=6(C0?503B2-SCU(--()6(4'+,,(T5M+55+<5

3.6 ')?K'+,,(03B2>.;==489O** ')?K'+,,(03B2>.;==489O** ')?K'+,,(03B2>.;==489O** ')?K'+,,(03B2>.;==489O** Real-time (Outstanding Position)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Outstanding Position” T52E58C7(5:7(4 >57(U= Outstanding

Position :ZB/K)1-=*C7M4)(4-()')?K'+,,(03B2>.;==489O** Real-time U1K)(-W6Z<5 C+/53<

67=E8.03BO'C/T5>57(U= C+/53< • Series ID Y;B= Series 03B4+/2>.;==489T5 Port • Long UA(5M5'+,,(O** Long 032>.;==489 • Short UA(5M5'+,,(O** Short 032>.;==489 • Cost Price )(@(H750?56=/OH9.1'+,,(03B2>.;= • Settlement Price )(@(03BTY7YA()1)(@( • Unrealized P/L X.H9(/6=/E8.@9(H750?5 O.1H.(C

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4. ')?KP(F)MEH.(C ')?KP(F)MEH.(C ')?KP(F)MEH.(C ')?KP(F)MEH.(C ((((Market Summary)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Market Summary” T52E58*()G0(/C7(5:7(46=/U= >57(U=U1K)(-W6Z<5 C+/53<

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O'C/67=E8.H9(/ g C+/53< • SET 50 Index • SET 50 Index Futures, Options

• -)(Q SET 50 Index

• H()(/O'C/)(@( Best Bid, Best Offer 6=/ Futures Series ID H9(/g C+/53< - Series ID Y;B='+,,( - Last 2C;=503B'+,,('S<5'?C=(4? - Change 2K.3B45OK./ - %Change 2K=)G2:i5HG-()2K.3B45OK./ - Bid Volume K)SE(L2'5=:;<= - Bid )(@(2'5=:;<= - Ask )(@(2'5=6(4 - Ask Volume K)SE(L2'5=6(4 - High )(@('8/'?C - Low )(@(HBA('?C - Total Volume K)SE(L-():;<=6(46=/'+,,(0+</>EC - Open Interest UA(5M5'+,,(03B4+/@/E3'D(51@/@7(/=489

• H()(/O'C/)(@( Best Bid, Best Offer 6=/ Options Series ID H9(/g C+/53< - Series ID Y;B='+,,( - Last 2C;=503B'+,,('S<5'?C=(4?

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- Change 2K.3B45OK./ - %Change 2K=)G2:i5HG-()2K.3B45OK./ - Bid Volume K)SE(L2'5=:;<= - Bid )(@(2'5=:;<= - Ask )(@(2'5=6(4 - Ask Volume K)SE(L2'5=6(4 - High )(@('8/'?C - Low )(@(HBA('?C - Total Volume K)SE(L-():;<=6(46=/'+,,(0+</>EC - Strike Price )(@(H(E'S0dSj

5. -)(QO'C/-()2@.;B=5R>M6=/>?75)1>M9(/M+5-)(QO'C/-()2@.;B=5R>M6=/>?75)1>M9(/M+5-)(QO'C/-()2@.;B=5R>M6=/>?75)1>M9(/M+5-)(QO'C/-()2@.;B=5R>M6=/>?75)1>M9(/M+5 (Intraday Charts)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Intraday Charts” T52E58*()G0(/C7(5:7(46=/U= >57(U=U1K)(-W6Z<5 C+/53<

• 2.;=- Series ID >);= SET 50 Index 03BH7=/-()C8-)(Q Intraday >57(U=U1K)(-W6Z<5 C+/53<

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6. Fast Quote

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Fast Quote” T52E58*()G0(/C7(5:7(46=/U= >57(U=U1K)(-W6Z<5 C+/53<

• C8'D(516=/)(@(T52M.(5+<5RC7 ^C4T>7)1** Refresh 67=E8.=+H^5E+HS >);='(E()D Refresh RC72=/03B2E58 “Auto Refresh” C+/53<

2.;=- Off 2E;B=H7=/-()0A(-() Refresh 67=E8.2=/ 2.;=- On 2E;B=H7=/-()T>7)1** Refresh 67=E8.=+H^5E+HS ^C4'(E()D-A(>5C2M.(T5-()

Refresh RC7M9(U1T>7)1** Refresh 0?- 1 5(03, 5 5(03 >);= 10 5(03

• >(-2.;=- Series ID 03BH7=/-()C867=E8. O.7M-CK?cE Submit 67=E8.U1K)(-W6Z<5C+/53<

O*9/>57(U===-2K]5 6 '9M5 C+/53<

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7.1 O'C/67=E8.6=/ Series ID 03B2.;=-H(E.A(C+* C+/53<

• Last Done )(@(:;<=6(4.9('?C • Change (%Change) X.H9(/)(@(:;<=6(4.9('?C-+*)(@(KNCM+50A(-()-9=5>57( O.1

)7=4.16=/X.H9(/)(@(:;<=6(4.9('?C-+*)(@(KNCM+50A(-()-9=5>57(

• Volume K)SE(L-():;<=6(4 • Open Interest UA(5M5'+,,(03B4+/@/E3'D(51@/@7(/=489 • Average )(@(:;<=6(42k.3B4 • Day High/Low )(@('8/'?C O.1 )(@(HBA('?C6=/M+5 • Previous Close/Settlement )(@(KNC6=/M+50A(-()-9=5>57( O.1 )(@(03BTY7YA()1)(@(6=/M+5

0A(-()-9=5>57( • Open )(@(2KNCY9M/2Y7(6=/ Series ID 03B'5TU T5M+50A(-()5+<5g • Projected Open1, Open1, Projected Open2, Open2, Projected Close

)(@(03B@(CM9(U12KNC>);=KNCT5Y9M/2M.(H9(/g • Ceiling/Floor )(@('+,,(03B'(E()DK)+*2FSBE6Z<5RC7'8/'?C O.1 K)+*.C./RC7'8/

'?C6=/M+5 • Last Trading Date M+50A(-():;<=6(4-9=5>57( • Underlying @9(C+Y53 SET 50 .9('?C

-)L3 Series 5+<52K]5 Futures U1E32FSBE=3- 1 67=E8.@;= • Basis X.H9(/6=/)(@( Series ID 03B'5TU 2034*-+*@9(C+Y53 SET 50

.9('?C

-)L3 Series 5+<52K]5 Options U1E32FSBE=3- 2 67=E8.@;= • In/Out X.H9(/)1>M9(/)(@(H(E'S0dSj-+*)(@(:;<=6(4.9('?C • Time Value E8.@9(H(E2M.(

7.2 O'C/)(@(2'5=:;<=2'5=6(403BC303B'?C 3 =+5C+* C+/53<

• Volume UA(5M5'+,,(03BE3-()2'5=:;<= L )(@(5+<5 • Bid )(@(2'5=:;<=03BC303B'?C 3 =+5C+*O)- • Ask )(@(2'5=6(403BC303B'?C 3 =+5C+*O)- • Volume UA(5M5'+,,(03BE3-()2'5=6(4 L )(@(5+<5

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7.3 O'C/C+Y53)(@( SET 50 C+/53<

• Last @9(C+Y53 SET 50 .9('?C • High @9(C+Y53 SET 50 '8/'?CK)1UA(M+5 • Low @9(C+Y53 SET 50 HBA('?CK)1UA(M+5

7.4 O'C/)(@(:;<=6(42kF(1 Series ID 5+<5g C+/53<

• Time 2M.(03B0A()(4-() • Volume K)SE(L6=/)(4-():;<=6(403B2-SC6Z<5 • Price )(@(6=/)(4-():;<=6(403B2-SC6Z<5 • Change )(@(2K.3B45OK./6=/)(@(:;<=6(403B2-SC6Z<5-+*)(@(KNC2E;B=M(5

7.5 -)(Q)1>M9(/M+56=/ Series ID 5+<5g C+/53<

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7.6 K)SE(L-():;<=6(4O4-H(E)(@(03B'9/@A('+B/ C+/53<

• #of Executed UA(5M5@A('+B/:;<= • Buy Volume UA(5M5'+,,(:;<= • Price )(@(03B0A(-():;<=6(4 • Sell Volume UA(5M5'+,,(6(4 • #of Executed UA(5M5@A('+B/6(4 • Total UA(5M5'+,,(0+</>EC • %Total UA(5M5'+,,(03B)(@(:;<=6(453< @SC2K]52K=)G2:i5HG

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7. 67=E8.K)1-=*-()H+C'S5TU 67=E8.K)1-=*-()H+C'S5TU 67=E8.K)1-=*-()H+C'S5TU 67=E8.K)1-=*-()H+C'S5TU ((((Decision Support Info)

8.1 67=E8.*)SV+0UC012*345 67=E8.*)SV+0UC012*345 67=E8.*)SV+0UC012*345 67=E8.*)SV+0UC012*345 ((((Listed Company Info)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Listed Company Info” T52E58*()G0(/C7(5:7(46=/U= >57(U=U1K)(-W6Z<5 C+/53<

• T'9Y;B=>?7503BH7=/-() [email protected]?cE Go 67=E8.U1K)(-W6Z<5

• '(E()D2.;=-C8 Profile, Board of Directors, Major Shareholders, Financial Statement, Stock

Ranking, Rights RC7^[email protected] Tab C7(5*5

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8.2 KWS0S5>.+-0)+F4G KWS0S5>.+-0)+F4G KWS0S5>.+-0)+F4G KWS0S5>.+-0)+F4G ((((X-Calendar)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “X-Calendar” T52E58*()G0(/C7(5:7(46=/U= >57(U=67=E8.KWS0S5>.+-0)+F4GU1K)(-W6Z<5 C+/53<

• '(E()[email protected])(4.12=34C6=/OH9.1-SU-))ERC7

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8. My Corner

9.1 2K.3B45)>+'X9(5 2K.3B45)>+'X9(5 2K.3B45)>+'X9(5 2K.3B45)>+'X9(5 (Change Password)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Change Password” T52E58*()G0(/C7(5:7(46=/U= >57(U=U1K)(-W6Z<5 C+/53<

• -)=-67=E8.C+/53< Old Password T'9)>+'X9(503BTY7=489 New Password T'9)>+'T>E903BH7=/-()

Re-enter Password T'9)>+'T>E903BH7=/-()=3-@)+</>5ZB/ -CK?cE -CK?cE -CK?cE -CK?cE Update 2F;B=*+50Z-67=E8.

>E(42>H?:

K?cE Cancel TY72F;B=4-2.S-67=E8.03B09(5RC7-)=-RK 0+</53<'(E()D4-2.S-RC7T5-)L303B09(54+/RE9RC7-CK?cE Update 209(5+<5

9.2 2K.3B45@A(D(E @A(H=* 2K.3B45@A(D(E @A(H=* 2K.3B45@A(D(E @A(H=* 2K.3B45@A(D(E @A(H=* (Change Question & Answer)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Change Question & Answer” T52E58*()G0(/C7(5:7(46=/U= >57(U=U1K)(-W6Z<5 C+/53<

• -)=-67=E8.C+/53<

Password T'9)>+'X9(5 New Question T'9@A(D(E03BH+</T>E9 New Answer T'9@A(H=*03BH+</T>E9 -CK?cE-CK?cE-CK?cE-CK?cE Update 2F;B=*+50Z-67=E8.

>E(42>H?:

K?cE Clear TY72F;B=.*67=E8.03B09(5RC7-)=-RK 0+</53<'(E()D.*67=E8.RC7T5-)L303B09(54+/RE9RC7-CK?cE Update 209(5+<5

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9.3 2K.3B45=32E.G 2K.3B45=32E.G 2K.3B45=32E.G 2K.3B45=32E.G (Change Email)

• >.+/U(-03B Log-in 267('89)1** @.S-03B “Change Email” T52E58*()G0(/C7(5:7(46=/U= >57(U=U1K)(-W6Z<5 C+/53<

• -)=-67=E8.C+/53<

New E-mail T'9=32E.GT>E9 -CK?cE -CK?cE -CK?cE -CK?cE Update 2F;B=*+50Z-67=E8.

9.4 2K.3B45)>+'03BTY7:;<=6(4 2K.3B45)>+'03BTY7:;<=6(4 2K.3B45)>+'03BTY7:;<=6(4 2K.3B45)>+'03BTY7:;<=6(4 (Change PIN) • >.+/U(-03B Log-in 267('89)1** @.S-03B “Change PIN” T52E58*()G0(/C7(5:7(46=/U= >57(U=U1

K)(-W6Z<5 C+/53<

• -)=-67=E8.C+/53< PIN No. T'9)>+'03BTY7:;<=6(4 Enter new PIN No. T'9)>+':;<=6(4T>E9 Confirm new PIN No. T'9)>+':;<=6(4T>E9=3-@)+</ -CK?cE -CK?cE -CK?cE -CK?cE Submit 2F;B=*+50Z-67=E8.