Client Accounts
Approval of brokerage: Tan Tze Zheng Ben
CDP 7 (Update of Particulars): Lizy Samuel
Change of brokerage: Goh Lay Ling Julie
Finance
Bill payment: Doris Ng Lee Choo
EPS of U.S. dividend: Tan Young Chin
ITC (matching of contracts): Lim Soon Eng Joanne
Instruction to Cashier (ITC), Untag Giro on the due date (Buy): Ong Meng Lan Sally
Sale proceeds by cheque instead of Giro, Set-off, Tag Giro for set-off: Teo Bee Lian
Set-off requests: Kamisah Bte Ismail
Stop payment of cheque, Amend cheque (avoid 12.30 pm – 2 pm because directors are out for lunch): Tan Catherine
Untag Giro (Sales): Yong Yoke Mei
USD cheque deposit: Teo Seok Lan Camy
Institutional Settlement/CPF
One-time standing instruction for CPF investment scheme: Yee Lily
SRS stocks: Fong Yee Wen
Update CPF investment account number: Leong Kang Dennis