HSBC - Brokerage - Steps to Add Broker Legal Entity Name:

 

To display the Broker legal entity name in Broker Legal Entity drop-down list when a new Broker is added into the merit follow the given instructions below:

 Instructions

1. Click on the Translation menu under the static menu.

Refer below picture.

1. On the popped-up window, please add the details as given below

Description

Type: Broker

Cpty: All

Cpty Value: <the name you want to display in the dropdown>

House value: BROKID- <an identifier for entity>[eg: for IPS corp., BROKID-IPS-CORP]

Translation value: BROKID-IPS-CORP (same as House value)

1. After entering the details Click Ok.