Use Case

Retrieve ETF Order information and status

Retrieve ETF orders that have been approved and validated.


The challenge

Today, Authorized Participants (APs) (also known as Participating Dealers (PDs)) and Fund Manager clients send the ETF Orders to HSBC. To get any information or status of their orders, clients will have to wait for an end-of-day report. Additionally, with this report, clients typically manually transpose the data into their systems for analytics or record-keeping.


The solution

The ETF Order API allows clients to retrieve near real-time information related to their ETF orders, and furthermore, are able to receive it directly into their systems via integration. This includes aspects of the ETF Order workflow i.e Subscriptions/Redemptions/Switches/Cancellations.


Benefits

  • More timely ETF order status information
  • Increased flexibility of data management and analytics

 

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