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Transaction Type Setup

INVESTRAK has a flexible Transaction Type Setup that allows for sub-transaction types. For example, under Purchases, sub-transaction types such as Wired Purchases, Direct Purchases etc. are possible.

Transaction Processing

Transaction Processing in INVESTRAK has the ability to withhold redemption in respect of purchases for a pre-determined period to ensure successful settlement and to suspend transactions for an Investor / Distributor.

Transaction Limits

Transaction Limits for each transaction type and tax status can be in value, unit and / or in terms of a percentage of the outstanding capital. For example, limits can be set for individual redemptions as min 50 units / $500 or max $1m / 5% of outstanding units.