Approvals
A second person approves trades, invoices, account changes and new securities. TAC records who approved, when, and what changed.
Checks
Trades, invoices, account changes and new securities each need a second person.
The person who raised an item cannot approve it. Anyone else with the right role can.
Each approval records the person, the time and the exact change.
Terms of business and client agreements go through the same approval list.
An item stays with a named person until they approve or reject it.
An item without a second approval does not go into the books. It stays on the approver's list.
What you receive
Approval list for each person
Approval record you can produce for the SFC
Rejected items, with the reason given
TAC routes each item to the right approver and keeps the record.
Our team clears its part of the list each day.
Your principals approve the items that need a principal.