Stop-loss
Define a supported conditional sale with the relevant trigger, quantity, expiry and execution protection.
Conditional orders & recurring investing
Plan an action. Keep its boundaries clear.
Support intended stop-loss, take-profit and recurring purchase journeys with defined customer instructions, limits and cancellation paths.
Product information describes the intended offering. Scope, availability and rollout are agreed with each bank, subject to the applicable product, provider and approval requirements.
Three ways to plan an investment action.
Take-profit
Set a supported target condition for a sale, subject to the provider’s trigger and execution rules.
Recurring purchases
Create a cancellable, bounded schedule for supported purchases, with the necessary funding and execution authority.
A complete instruction lifecycle.
Define
Select the supported asset, quantity or amount, timing or trigger, and applicable limits.
Review
Explain authority, costs, expiry, cancellation and the conditions that can prevent execution.
Authorise
Record the bounded instruction under the supported provider model.
Monitor
Show active, cancelled, expired, skipped and executed states clearly.
A trigger is not a guaranteed fill.
Execution conditions
Provider availability, liquidity, prices and the accepted instruction limits determine whether execution can complete.
Funding windows
Recurring purchases need matched funding within their accepted execution window.
Late cycles
The intended recurring model skips late cycles rather than automatically catching them up.
A little more detail
Questions, answered.
The practical details behind the intended offering.
Are recurring purchases already available to every bank?
No. These are intended capabilities. Provider fit, execution authority, funding and rollout scope must be agreed and verified.
Does a stop-loss guarantee the sale price?
No. A trigger is not a guaranteed fill. Provider execution conditions and the accepted protections apply.
Can a customer cancel a schedule?
The intended experience includes a cancellation path. The effective cancellation outcome must be confirmed against the provider state, including any action already in progress.