Migrated securities - Transfer of securities from CBL to CBF - Italy

11.04.2018

Delivery instruction specifications in CBL

CreationOnline

Deliver Free

M

Trade Date

Trade date

C

Settlement Processing Narrative

/TAX/Tax identification numbera

M

Place of Settlement

BIC

 

Party

DAKVDEFFXXX

M

Receiving Agent

BIC

 

Party

T2S Party BIC11 of CBF customerb

Oc

Seller

BIC

 

Party

BIC11 of CBF-i customer

__________________________________

a. The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

b. It is not recommended to add the T2S SAC (Account: DAKVXXXXXXX) of the Receiving Agent. If required, it must be used in the CBF receipt instruction as well to allow matching.

c. CBL will default your matching BIC when sending the instruction to T2S. Customers should therefore not instruct this field unless they wish to match on a different BIC.

Xact Web Portal

Delivery Free

C

Settlement instruction processing additional details

/TAX/Tax identification numbera

M

Trade date

Trade date

 

Receiving settlement parties

 

M

Depository Format

BIC

 

Depository Identifier

DAKVDEFFXXX

M

Party 1 Format

BIC

 

Party 1 Identifier

T2S Party BIC11 of CBF customerb

Oc

Delivering settlement parties

 

 

Depository Format

BIC

 

Depository Identifier

DAKVDEFFXXX

 

Party 1 Format

BIC

 

Party 1 Identifier

CEDELULLXXX

 

Party 2 Format

BIC

 

Party 2 Identifier

BIC11 of CBF-i customer

__________________________________

a.  The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

b. It is not recommended to add the T2S SAC (Party 1 Safekeeping account: DAKVXXXXXXX) of the Party 1 Identifier. If required, it must be used in the CBF receipt instruction as well to allow matching.

c. CBL will default your matching BIC when sending the instruction to T2S. Customers should therefore not instruct this field unless they wish to match on a different BIC.

Xact via SWIFT and Xact File Transfer

MT542 Deliver Free

 

 

 

 

Seq

M

:98A:

:TRAD

//Trade date

B

C

:70E:

:SPRO

///TAX/Tax Identification Numbera

 

M

:97A:

:SAFE

//CBF 6-series account

C

M

:95P:

:PSET

//DAKVDEFFXXX

E1

M

:95P:

:REAG

//T2S Party BIC11 of CBF customerb

 

Oc

:95P:

:SELL

//BIC11 of CBF-i customer

 

__________________________________

a. The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

b. It is not recommended to add the T2S SAC (:97A::SAFE//DAKVXXXXXXX) of the REAG. If required, it must be used in the CBF receipt instruction as well to allow matching.

c. CBL will default your matching BIC when sending the instruction to T2S. Customers should therefore not instruct this field unless they wish to match on a different BIC.

Receipt instruction specifications in CBF

CASCADE- Receipt (KVEE/MI)

Receive Free

M

Gut-Kto

T2S PARTY BIC of CBF participant

(alternative 4-digit account master or 7-digit account)

M

Last-Kto

CEDELULLXXXa

M

Schlusstag

Trade Date

M

Lieferer-P2 - BIC

BIC11 CBL customerb

C

Text

Tax Identification Numberc

__________________________________

a. It is not recommended to add the T2S SAC (Lieferer-P1-SAC:DAKVXXXXXXX) of the Last-Kto. If required, it must be used in the CBL delivery instruction as well to allow matching.

b. If customer wishes to match on a different BIC11, this field must also be present in the instruction sent to CBL for the 6-series account

c. The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

CASCADE-PC

Receive Free

M

Credit account

T2S PARTY BIC of CBF participant

(alternative 4-digit account master or 7-digit account)

M

Debit account

CEDELULLXXXa

M

Trade Date

Trade Date

M

Seller-P2 – BIC

BIC11 CBL customerb

C

Text

Tax Identification Numberc

__________________________________

a. It is not recommended to add the T2S SAC (Seller-P1-SAC:DAKVXXXXXXX) of the Debit account. If required, it must be used in the CBL delivery instruction as well to allow matching.

b. If a customer wishes to match on a different BIC11, this field must also be present in the instruction sent to CBL for the 6-series account.

c. The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

SWIFT in ISO15022 format (ICP mode) – CASCADE via SWIFT connectivity

MT540 Receive Free

    

Seq

M

:98A:

:TRAD

//Trade date

B

C

:70E:

:SPRO

///TAX/Tax Identification Numbera

 

M

:97A:

:SAFE

//4-digit account master or 7 or 8-digit account in CBF

C

M

:95P:

:PSET

//DAKVDEFFXXX

E1

M

:95P:

:DEAG

//CEDELULLXXXb

E1

M

:95P:

:SELL

//BIC11 of CBF-i customerc

E1

__________________________________

a. The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

b. It is not recommended to add the T2S SAC (:97A::SAFE//DAKVXXXXXXX) of the DEAG. If required, it must be used in the CBL delivery instruction as well to allow matching.

c. If a customer wishes to match on a different BIC11, this field must also be present in the instruction sent to CBL for the 6-series account.

SWIFT in ISO15022 format (ICP mode) – OneClearstream

MT540 Receive Free

  

 

 

Seq

M

:98A:

:TRAD

//Trade date

B

C

:70E:

:SPRO

///TAX/Tax Identification Numbera

 

M

:97A:

:SAFE

// 8-digit account in CBF

C

M

:95P:

:PSET

//DAKVDEFFXXX

E1

M

:95P:

:DEAG

//CEDELULLXXXb

E1

M

:95P:

:SELL

//BIC11 of CBF-i customerc

E1

__________________________________

a. The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

b. It is not recommended to add the T2S SAC (:97A::SAFE//DAKVXXXXXXX) of the DEAG. If required, it must be used in the CBL delivery instruction as well to allow matching.

c.  If a customer wishes to match on a different BIC11, this field must also be present in the instruction sent to CBL for the 6-series account.

SWIFT in ISO20022 format (DCP mode)

sese.023 Securities Settlement Transaction Instruction RECE with FREE

M

Trade date –

<TradDt> <Dt>

Trade Date

M

Safekeeping Account – <QtyAndAcctDtls> <SfkpgAcct> <Id>

Customer SAC

 

Delivering Settlement Parties –

<DlvrgSttlmPties>

 

M

 Depository –

<Dpstry> <Id> <AnyBIC>

DAKVDEFFXXX

M

Party 1 –

<Pty1> <Id> <AnyBIC>

CEDELULLXXXa

M

Party 2 –

<Pty2> <Id> <AnyBIC>

BIC11 of CBF-i customerb

C

Party Contact Details

Tax Identification Numberc

__________________________________

a. It is not recommended to add the T2S SAC (Receiving-P1-Safekeeping account: DAKVXXXXXXX) of Party 1. If required, it must be used in the CBL delivery instruction as well to allow matching.

b. If a customer wishes to match on a different BIC11, this field must also be present in the instruction sent to CBL for the 6-series account.

c. The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

Xact Web Portal

Receive Free

C

Settlement instruction processing additional details

/TAX/Tax identification numbera 

M

Trade date

Trade date

 

Delivering settlement parties

 

M

Depository Format

BIC

 

Depository Identifier

DAKVDEFFXXX

M

Party 1 Format

BIC

 

Party 1 Identifier

CEDELULLXXXb

M

Party 2 Format

BIC

 

Party 2 Identifier

BIC11 of CBF-i customerc

__________________________________

a. The Tax Identification Number (TIN) is mandatory in instructions related to exempt omnibus beneficial owner accounts and to securities subject to the withholding tax system applicable as of 1 January 1997. It must be one of the TINs specified in the documentation received from the customer concerned - the self certification or other valid documentation required concerning an Italian company or partnership - and the exact format must be input.

b. It is not recommended to add the T2S SAC (Party 1 Safekeeping account: DAKVXXXXXXX) of the Party 1 Identifier. If required, it must be used in the CBL delivery instruction as well to allow matching.

c. If a customer wishes to match on a different BIC11, this field must also be present in the instruction sent to CBL for the 6-series account.