Preparing Shareholding Disclosure data for integration with Filing Manager
In order for the 1 click filing workflow to work in your environment, we kindly ask you to ensure all Portfolios currently used for trading short Hong Kong positions have the SFC Identifier added under Forms Properties > HongKongSPRID:
You can do this by:
Navigating to "Portfolios & Entities"
Selecting the relevant portfolio
Selecting "Form Properties" from the left hand side
HongKongSPRID can then be found under the Regulator IDs header
We will not be able to automate your workflow if this action is not taken, please ensure this is correctly updated in your environment.