Company Details

Users may submit company details for the first time or update existing company details.

  • Current customers with an existing company profile can request entitlements to access additional markets for testing by updating company details and adding CME F&O, BrokerTec and/or EBS markets.
  • New customers who do not yet have a company profile can submit company details for CME F&O, BrokerTec, and/or EBS markets for testing, as needed.

Company Details requests must have a status of Submitted before you can submit other requests such as: service registration, new user or application system requests. A company that already exists in AutoCert+ but has incomplete information will be required to submit the Company Details form before proceeding with additional requests.

Submitting a Company Details Form

  1. To submit a Company Details form:
  1. From the Administration menu, select Company Details.

  1. Select a company in the "Company" drop-down.
  1. Select "Add Company Details."

  1. The Company Details Form dialog displays.

Enter the following information:

  • Full Legal Name of Entity or Company - Official name of the person or entity that owns the business.
  • Entity/Company Type - Official name of the person or entity that owns the business.

(Asset Manager, Bank, Commercial/Corporate, Exchange, FCM, Hedge Fund, IB, ISV, Market Data Vendor, Prop Firm, Retail, Risk Management Vendor, Other)

  • Company Headquarters Region - Region (Americas, Emerging Markets Europe, MiddleEast Africa (EMEA) or Asia Pacific (APAC)) considered to be the business' most prestigious location which may include where the majority of its employees work.
  • Business Contact Name - Individual at firm who gives or receives specific information to/from CME Group.
  • Business Contact Phone - Main phone number of the Individual at a firm who gives or receives specific information to/from CME Group.
  • Business Contact Email - Email address of the Individual at a firm who gives or receives specific information to/from CME Group.
  • Firm Legal Entity Identifier (LEI) or Tax ID - 20-character alpha-numeric identifier that identifies distinct legal entities that engage in financial transactions.LEI Issuer/Jurisdiction - Also known as a Local Operating Unit (LOU) which supplies registration, renewal, and other services, and acts as the primary interface for legal entities wishing to obtain an LEI.

(CICI Utility, WM Datenservice, INSEE, London Stock Exchange, Takasbank)

  • Market - BrokerTec, Futures & Options, EBS
  • Notes - Any additional information that might be helpful that is not already specified in the other fields.
  1. Select Submit.

The request is then routed to the Global Account Management (GAM) team for approval. You will receive an email with the status of the request (Approved, Denied) when the request has been processed.

Updating Company Details

  • To update Company Details:
  1. From the Administration menu, select Company Details.

  1. Select a company in the "Company" drop-down.
  2. Select a company in the list with a status of approved (the most recent if there are multiple).
  1. Select "Edit."

  1. The Company Details Form dialog displays.

Update the following information as needed:

  • Full Legal Name of Entity or Company - Official name of the person or entity that owns the business.
  • Entity/Company Type - Official name of the person or entity that owns the business.

(Asset Manager, Bank, Commercial/Corporate, Exchange, FCM, Hedge Fund, IB, ISV, Market Data Vendor, Prop Firm, Retail, Risk Management Vendor, Other)

  • Company Headquarters Region - Region (Americas, Emerging Markets Europe, MiddleEast Africa (EMEA) or Asia Pacific (APAC)) considered to be the business' most prestigious location which may include where the majority of its employees work.
  • Business Contact Name - Individual at firm who gives or receives specific information to/from CME Group.
  • Business Contact Phone - Main phone number of the Individual at a firm who gives or receives specific information to/from CME Group.
  • Business Contact Email - Email address of the Individual at a firm who gives or receives specific information to/from CME Group.
  • Firm Legal Entity Identifier (LEI) or Tax ID - 20-character alpha-numeric identifier that identifies distinct legal entities that engage in financial transactions.LEI Issuer/Jurisdiction - Also known as a Local Operating Unit (LOU) which supplies registration, renewal, and other services, and acts as the primary interface for legal entities wishing to obtain an LEI.

(CICI Utility, WM Datenservice, INSEE, London Stock Exchange, Takasbank)

  • Market - BrokerTec, Futures & Options, EBS
  • Notes - Any additional information that might be helpful that is not already specified in the other fields.
  1. Select Submit.

The request is then routed to the Global Account Management (GAM) team for approval. You will receive an email with the status of the request (Approved, Denied) when the request has been processed.