Next
Procedures - Reference Data | Configuring Trading Profiles
Policies specify our transfer on delay days and receiver reference requirements. When other trading partners are keying 'transfer on' or 'loan received' transactions to us and there is a matching policy, its rules take precedence.
A trading policy takes precedence, i.e. if the matching policy specifies a delay of 28 days and the profile of the matching trading account for the sender specifies a delay of 14 days, the latter is ignored and the effective date is set to 28 days later.
All accounts are subscribed to trading policies by default. However, there is an option to override this.