Streamlined Instruction Management for Investors

Facilon Instruct empowers investors to communicate instructions related to trades, corporate actions, proxy voting, and other matters directly through their email addresses to their service provider in the desired format. The process is simplified by proactively prompting investors about pending instructions and assisting in drafting clear and comprehensive email responses through templates.

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Investors have the flexibility to capture and track trade requests initiated through alternative channels. This comprehensive tracking capability ensures that all trade instructions, regardless of the communication method, are documented and monitored for execution status.

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The required instructions are clearly outlined at each level, ensuring that investors understand the expectations and can provide accurate information.

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Timely Action Reminders

To ensure the timely execution of urgent instructions, the portal serves as a tool and assists investors, facilitating the drafting of efficient and timely email responses through templates.

Flexible Communication Channels

Investors are not limited to email communication when issuing instructions; they can utilize various channels to convey their instructions as agreed between the concerned parties and available through the portal.

Centralized Instruction Tracking

Facilon Instruct is a centralized repository for all captured instructions.

Effortless Instruction Submission

Facilon Instruct empowers investors to conveniently convey trade, corporate action, proxy voting, and other instructions directly to their service provider via email.