Delegated Intermediary - Tiered Credit

Allows an approved CME Account Manager Risk Administrator to set a Delegated Intermediary to manage their own customer accounts, creating a more simplified and streamlined approach to managing risk.

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  • Preserve customer anonymity
  •  Ease of customer onboarding:
    • Ability to simply add and remove customers
    • If customer is not registered, Delegated Intermediary can be tagged as the owner of customer account
  • Directly manage credit at trading sub account level
  • Monitor credit utilization at the Delegated Intermediary account level for its customers
  • Simplified account and credit management
  • Management of credit at the master account level, enabling Delegated Intermediaries to manage credit at trading sub account level independently
  • Save time, money and regulatory burden without having to onboard customers or create accounts, which is now done by Delegated Intermediary
  • Participate in CME Clearing for broader customer base

Resources

    • FAQ: Delegated Intermediary
    • FAQ: Delegated Intermediary Read frequently asked questions about Delegated Intermediary - Tiered Credit, including venues, registration, credit controls and more.

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