New version of QUIK server software — 9.1 released

25 august 2021

The new version of the QUIK server software supports requirements of the Federal Law No. 39-FZ ‘On the securities market’. New settings in the Limit calculation library impose restrictions on unqualified investors’ operations with certain types of financial instruments:

  • Access control for complex instruments is a setting which checks whether the investor’s status corresponds with the financial instrument’s complexity.
  • Access to complex instruments is a setting in the ‘By limits’ template with a list of complex instruments allowed for operations of a specified group of clients.
  • Complex instruments is a directory of complex instruments and classes.

  • Qualified investors is a feature in the ‘By limits’ template.
  • Clients with access to complex instruments is a list of clients where, for each client, it is possible to set a list of complex instruments allowed for operations.
  • Instrument types with no limits for unqualified investors is a list of complex instruments which are not covered by limits for unqualified investors.

Also, ‘By limits’ templates acquired an option to include clients into the template by leverage value.


To top