Stocks
What is the function to add a cash dividend corporate action?
Add dividend
How do you make the issue setup as a variable rate deal?
add/change issue and enter through the rate field
What report can you run to get a list of all the shareholders for a particular issue?
Share list
What is the system we use to write up bugs and features?
Redmine
What are three things you should ask the client when they call in?
1. Their name
2. Where they are from
3. What is the issue
What is the function to add holders?
Add Holder
Who holds the majority of bonds?
CEDE and Co
What is a report you can run to see all the secondary addresses?
List Secondary or Unload Holder
What should you always do after you update a client?
Who is the bond team mananger?
You realize you processed a dividend for the wrong rate, how do you fix this?
Reverse Corp and change the dividend rate
How are interest payments calculated?
Shares * rate/days
Projected production, interest map or payment summary
How do you make a new version of TranStar?
Go to Jenkins, select which version you want and hit build
Who is the Stock Team Manager
Clif Moore
How do you add an alternate payment option to a holder?
Add Secondary Address
What is a redemption batch do?
Marks called certificates as redeemed and call payments to be sent
Funds Receivable Report
Where do you find the quarterly password
Redmine or tspass.exe
Who is the COO?
Jon Ichter
How do you send a payment to an alternate payee?
Modify Check, replace check and check alternate payee or reissue check and check alternate payee
What report can you run to see all the future interest and principal payments for a bond deal?
How do you tie a template to a form?
Add form
What is the company phone number?
610-768-1100
Who is the CEO
Ben Goldfield