UOB Kay Hian Staff Duties

 

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