RFQ with Negotiation

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1 RFQ with Negtiatin Frm the Perspective f an RFQ Initiatr (EMBnds GUI) User Guide & Prtcls Release (11/02/16) Start a New RFQ Select a bnd and navigate t Start New RFQ panel i) Navigate t the Start New RFQ page Yu must first navigate t the Start New RFQ page. There are tw ways f ding this: Find yur desired bnd in a Market View, then if there is shwn a white indicative level either in the Bid r Ask clumns, click n it Otherwise, find yur desired bnd in a Market View, select the bnd name itself, then select the RFQ OUT tab in the transact area. Next click n START NEW RFQ ii) Criteria fr bnd selectin Yu must be clearer-enabled t trade the bnd in which yu intend t start an RFQ Yu cannt initiate an RFQ in a bnd in which yur cunterparty has any rder, either Live r Indicative

2 Specify the details f the RFQ including whm t send it t i) Specify the RFQ size Type the bnd nminal amunt yu wish t request a qute n in the input bx. All Size are inputted in thusands, represented by an M displayed. Inputting 1000 int the bx will dente 1 millin, as wuld typing in 1M, r 1m The size requested must meet Minimum Size plus Increment criteria. E.g. if the dcumentatin fr the bnd specifies Minimum Size and Increment as 100M/1M, yu can input a size f 100M, 101M, 102M, and s n Nte that yu can later negtiate n size with a particular respnder s yu needn t shw yur full size at this stage if yu dn t want t ii) Specify the RFQ side Click the tggle buttn depending which side f the market yu require qutes fr: 2WAY SELL (if yu require just bids) BUY (if yu require just ffers) iii) Select which parties t send the RFQ Yu must nw check the circles next t the cunterparties t whm yu wish t send the RFQ. Peple in the list will be thse wh either have an rder in that bnd r have shwn an interest t receive RFQs n that bnd ( INT ) The list will display their cunterparty type (BANK r FUND), as well as their best rders if any Nte that yu wn t knw the name f any cunterparty until if and when yu trade with them All trades n the back f RFQs will be name give up, unless the size traded is belw the Small Size Annymity Threshld, in which case, the

3 trade will be annymus. A list f Small Size Annymity Threshlds can be fund at Click Request t start Phase 1 f the RFQ prcess i) RFQ Phases The RFQ prcess cnsists f a number f phases. Fr each phase, the clck is shwn cunting dwn at the tp f the RFQ bx The duratin f each phase, e.g. the qute perid (Phase 1), is specified by EMBnds. This varies by bnd type, and may be subject t change Current perid duratins can be fund at Phase 1 begins when yu click Request Await respnses (Phase 1) - Having clicked Request, Phase 1 begins, in which yu await the RFQ recipients t prvide qutes - As with all ther phases, the clck is shwn cunting dwn - Any respnses will nly cme at the end f Phase 1 Act n respnses (Phase 2 & 3) Receive qutes i) Alert n receiving qutes T alert yu f incming qutes, yu may receive varius ntificatins A visual ntificatin in the Ntificatins sectin f the screen

4 If yu are using the Openfin applicatin as ppsed t a regular brwser, yu will als get a pp-up Openfin ntificatin, which will be displayed in the crner f yur screen, regardless f whether yu have the EMBnds platfrm shwing Depending n yur Audible Ntificatin settings, yu may als get a bell and a vice alert Yu will als be alerted if yu did nt receive any qutes ii) Display qutes At the beginning f Phase 2 yu will receive the qutes, if there were any. T display them, click SHOW ME n the ntificatin in the Ntificatins sectin f the screen and then select the banner in the RFQ OUT bx Qutes are arranged by respnder Respnder type is shwn (BANK r FUND) Best qutes n each side f the market are highlighted by an underline

5 iii) Act n qutes Yu have the fllwing ptins as t what t d with the qutes If yu want t trade n a level, select the level, then cnfirm the trade

6 A LIMIT check is dne here. Yu must have sufficient limit t trade If yu re in Phase 3, the respnder can revke their qute (In phase 2 they can t), in which case blue prices will becme grey, and yu wn t be able t trade n it Alternatively, yu have the ptin f negtiating with ne f the respnders by shwing them yur Target Level and yur Full Size (which may be different t the initially requested size)

7 Yu can still d this even if they have revked their qute T d this select the plus minus cunter buttn next t the qute yu wish t cunter Yu are taken t the negtiatin screen Nte that yu can g back t the qutes screen by selecting BACK at any pint The chsen respnders qutes are displayed n the negtiatin screen, and yu may still trade n them frm here, unless they have been revked, turning grey Yur intended directin is displayed here First specify yur full size if different t the initially requested size This may be smaller r larger than the initially requested size It must fulfil Minimum Size plus Increment criteria (e.g. 100M, 101M, 102M, ) Next specify yur Target Level

8 Click SUBMIT Nte that a LIMIT check is dne here. Yu must have sufficient limit in case yur rder is traded upn Furthermre, a LIMIT check is dne n yur chsen cunterparty. If they wuld nt be able t trade n yur qute due t insufficient limit, yu are tld, allwing yu t select anther respnder r reduce yur Full Size Phase 4 will begin at this stage Any unrevked initial qutes frm the respnders are cancelled nce yu submit yur cunter t the chsen respnder The third and last ptin is t just ignre the respnses and the RFQ will be ver at the end f the cuntdwn fr Phase 3 Await the chsen respnder t act n yur cunter, if applicable (Phase 4) Await chsen respnder t act n yur cunter

9 i) Revking yur cunter Yur cunter is firm and executable, but yu can revke it at any time Even if yu d revke yur cunter, this may nt be the end f the RFQ prcess (See belw) ii) Ntificatins alerting yu f hw the chsen respnder has acted Once they act yu ll receive ne f the fllwing messages in the Ntificatins sectin f the platfrm, as well as audible ntificatins if yu have these set t n B r S Buy r Sell. The chsen respnder has traded n yur qute

10 CTR Cunter. The chsen respnder has prvided a final cunter with their Best Level in yur Full Size REJ Their Best Level will nw be displayed in the RFQ OUT bx (See belw) Phase 5 wuld begin at this time and yur cunter will n lnger be live (See belw) The respnder can still shw yu a best level, even if yu had revked yur cunter Reject. If they ignre yur cuntdwn and let the clck expire, yu ll receive a REJ ntificatin and the RFQ prcess will be ver Act n the final cunter sent by chsen respnder, if applicable (Phase 5) Receive the chsen respnder s Best Level in yur Full Size i) Alert n receiving Best Level T alert yu f receiving a final cunter frm the chsen respnder, yu will receive ntificatins A CTR ntificatin in the Ntificatins sectin f the screen (See abve) Depending n yur Audible Ntificatin settings, yu may als get a bell and a vice alert ii) Display f Best Level The Best Level will be displayed in the RFQ OUT bx

11 iii) Act n the Best level Yu have the fllwing ptins as t what t d with the Best Level If yu wish t accept, select the Best Level then click Accept befre cnfirming

12 Nte that the chsen respnder can revke their Best Level at any stage, in which case their blue price will becme grey, and yu wn t be able t trade n it A LIMIT check is dne here. Yu must have sufficient limit t trade. Yu will receive ntificatins if yu trade Alternatively, just ignre it and the RFQ will be ver at the end f the cuntdwn fr this phase

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