公开(公告)号：MX2010000955A

公开(公告)日：2010-03-10

申请号：MX2010000955

申请日：2008-07-25

Applicant: BANK OF AMERICA

Inventor： WINTER STEVEN ,  PECKHOLDT KEITH ,  VENEZIANO THOMAS

IPC: G06Q40/00

Abstract: Se determina un préstamo de valores en anonimato del prestamista donde los criterios comerciales se asocian con un valor que pertenece a un cliente. Las pujas para el valor se monitorean mediante una primera entidad. Una transacción relacionada con el valor se ejecuta al aceptar la mejor puja de las pujas monitoreadas basadas en los criterios comerciales. Una transacción idéntica relacionada con el valor se ejecuta automáticamente con una segunda entidad. Una segunda transacción idéntica a la transacción relacionada con el valor se ejecuta automáticamente con los corredores entre agentes de bolsa sin ningún conocimiento de la primera entidad. La primera entidad puede ser una división bancaria de una institución financiera y la segunda entidad puede ser una división de corredor/agente de bolsa de una institución financiera. Se proporciona total anonimato al cliente de los corredores entre agente de bolsa debido a que la transacción ejecutada automáticamente con la segunda entidad se coloca en una cartera de negociación separada que mantiene una barrera entre el cliente y los corredores entre agentes de bolsa.

公开(公告)号：CA2694433A1

公开(公告)日：2009-01-29

申请号：CA2694433

申请日：2008-07-25

Applicant: BANK OF AMERICA

Inventor： PECKHOLDT KEITH ,  VENEZIANO THOMAS ,  WINTER STEVEN

IPC: G06Q40/00

Abstract: Lender anonymity securities lending where trade criteria associated with a security owned by a client are determined. Bids for the security are monitored by a first entity. A trade related to the security is executed by accepting a best bid from the monitored bids based on the trade criteria. An identical trade related to the security is automatically executed with a second entity. A second identical trade as the trade related to the security is automatically executed with inter-dealer brokers without any knowledge of the first entity. The first entity may be a banking division of a financial institution and the second entity may be a broker/dealer division of a financial institution. Complete anonymity is provided to the client from the inter-dealer brokers since the trade executed automatically with the second entity is put into a separate trading book maintaining a firewall between the client and the inter-dealer brokers.

公开(公告)号：BRPI0814358A2

公开(公告)日：2015-01-27

申请号：BRPI0814358

申请日：2008-07-25

Applicant: BANK OF AMERICA

Inventor： PECKHOLDT KEITH ,  VENEZIANO THOMAS ,  WINTER STEVEN

IPC: G06Q40/00

Abstract: Lender anonymity securities lending where trade criteria associated with a security owned by a client are determined. Bids for the security are monitored by a first entity. A trade related to the security is executed by accepting a best bid from the monitored bids based on the trade criteria. An identical trade related to the security is automatically executed with a second entity. A second identical trade as the trade related to the security is automatically executed with inter-dealer brokers without any knowledge of the first entity. The first entity may be a banking division of a financial institution and the second entity may be a broker/dealer division of a financial institution. Complete anonymity is provided to the client from the inter-dealer brokers since the trade executed automatically with the second entity is put into a separate trading book maintaining a firewall between the client and the inter-dealer brokers.