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Bookings 

Who books the allocations?

Send the completed FinClear booking sheet to corporate@finclear.com.au and we will book each allocation. You are responsible for the accuracy of the booking sheet and for confirming each end client has opted in.

Do I need an underlying account for every allocation?

Yes. An underlying account is always needed to book out to. FinClear can help expedite and open the account if it is:

  • a market participant with a PID, or
  • an existing FinClear intermediary.

Any other account must be onboarded and opened by you through the TC Ops portal before it can be booked.

What if allocation quantities change after I send the booking sheet?

Bookings and quantities can be amended. Advise FinClear as early as possible so changes are in place before settlement.