معهد الخدمات المالية

same-session system

  • Description
same-session system

The same-session system T+0  is considered one of the most important modern mechanisms in the stock market, as it allows investors to buy and sell securities within the same session without having to wait for traditional settlement periods. This system aims to increase market liquidity, expand investment opportunities, and enable trading companies to provide more efficient and flexible services.

Objectives of the same-session system Program

The T+0 same-session system aims to develop the capabilities of employees in securities trading companies and enable them to efficiently handle the mechanism of same-day settlement (T+0). The program also focuses on enhancing knowledge of operational procedures and clarifying the regulatory legal rules, in addition to how to manage the risks associated with the system.

The target audience of the training program

Employees of securities trading companies.

The main topics addressed by the same-session system program.

The first day

Introduction

  • Ways to interact with the system.
  • The legal rules governing the system.
  • The conditions that must be met by broking firms operating under this system.
  • The parties involved in the system and the role of each.
  • The policies followed for managing system risks.
  • Points that must be disclosed to investors
  • Technical precautions to be observed when working on the system.
  • The system’s operational procedures
  • In exchange for services in the system
  • The mathematical equations used
  • Solved practical cases

The second day

  • Explanation of yesterday’s purchase balances for customers
  • Training on booking/cancelling a sale from yesterday’s purchase with a change in the cash balance.
  • Explanation of intraday trading withdrawals
  • Training on booking/canceling a sale from today’s purchase
  • Choosing today’s sales transactions to be settled with today’s purchase transactions.
  • Explanation of the T+0 settlement procedure for intra-day transactions
  • Printing the settlement results, extracting operation files, and classifying operations (selling from today’s purchase – available selling – today’s purchase – available purchase – yesterday’s purchase).
  • Explanation of T+0 settlement leftovers and their execution in T+2 settlement
  • Explanation of the transfer of the remaining purchase quantity today after T+2 settlement and its scheduled operations.

Total number of training hours

10 training hours – two days – actual attendance