首页> 外国专利> ELS Discretionary transaction system for plural Equity Linked Securites and providing method thereof

ELS Discretionary transaction system for plural Equity Linked Securites and providing method thereof

机译:多种股票挂钩证券的全权委托交易系统及其提供方法

摘要

A uniform investment system and a method therefor that include a plurality of ELSs are disclosed. In order to realize the above technical idea, the one-sided investment system including a plurality of ELSs according to the embodiment of the present invention includes a recommended ELS DB for storing a plurality of recommended equity linked securities (ELS) An applying ELS generating module for specifying information on at least one applied ELS corresponding to each of the plurality of recommended ELSs based on a plurality of recommended ELS information stored in the ELS DB, a plurality of applied ELS generating modules An inclusion module for selecting a plurality of incorporated ELSs to be incorporated into the account of the customer among the plurality of applied ELSs based on at least one of the information on the customer and the characteristics of the customer, A control module for monitoring whether to reinvest at least a portion of the incorporated ELSs that have been monitored in the account, .
机译:公开了一种包括多个ELS的统一投资系统及其方法。为了实现上述技术思想,根据本发明实施例的包括多个ELS的单方投资系统包括用于存储多个推荐权益挂钩证券(ELS)的推荐ELS DB。应用ELS生成模块用于基于存储在ELS DB中的多个推荐的ELS信息来指定与多个推荐的ELS中的每一个对应的至少一个应用的ELS的信息,多个应用的​​ELS生成模块,包括模块,用于选择多个并入的ELS基于关于顾客的信息和顾客的特征中的至少一个将多个被应用到多个所应用的ELS中的顾客的账户中,用于监视是否对具有以下特征的至少一部分所结合的ELS进行再投资的控制模块已在帐户中受到监控。

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