4 Services to be provided The Investor and Issuers Portal should provide the following services to its users: Service Scope of data Type of Target name service users Client Account information and personal information Data report Investors profile such as postal address, bank accounts, e-mail address and others Client Changes in client profile data for the past 15 days Data report Investors profile history Statement of An overview of investor’s holdings of shares, Data report Investors holdings bonds and other securities. The statement can and charts show each account separately, or the investor’s total account Statement of A list of all transactions by the investor for the Data report Investors transactions past 15 days and charts Statement of Information on blocked securities (with pledge, Data report Investors blocked court orders, etc.) and charts securities New owner Email notification for changes in ownership Notifications Investors alert Portfolio Email notification for changes on the investors Notifications Investors change alert account Corporate Email notification on corporate actions for the Notifications Investors actions securities owned by the investor GM Email notification on AGM/GM information for Notifications Investors scheduling the securities owned by the investor alert IPO alert IPO notification services issuers, issue info, Notifications Investors – period of subscription, and prospectuses links. Portfolio The market value of the securities in holding Data report Investors value according the price from the last trading day at and charts MSE (T-1)
4 Services to be provided The Investor and Issuers Portal should provide the following services to its users: Service name Scope of data Type of service Target users Client profile Account information and personal information such as postal address, bank accounts, e-mail address and others Data report Investors Client profile history Changes in client profile data for the past 15 days Data report Investors Statement of holdings An overview of investor’s holdings of shares, bonds and other securities. The statement can show each account separately, or the investor’s total account Data report and charts Investors Statement of transactions A list of all transactions by the investor for the past 15 days Data report and charts Investors Statement of blocked securities Information on blocked securities (with pledge, court orders, etc.) Data report and charts Investors New owner alert Email notification for changes in ownership Notifications Investors Portfolio change alert Email notification for changes on the investors account Notifications Investors Corporate actions Email notification on corporate actions for the securities owned by the investor Notifications Investors GM scheduling alert Email notification on AGM/GM information for the securities owned by the investor Notifications Investors IPO alert IPO notification services – issuers, issue info, period of subscription, and prospectuses links. Notifications Investors Portfolio value The market value of the securities in holding according the price from the last trading day at MSE (T-1) Data report and charts Investors
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