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Emelie Wilson's avatar

Hi Dwayne, I'm a little confused by step 4 and 5 under subtitle Using TransactionData to Determine The Fee Program. If you already have the RA and FPI provided from scheme transactional reports, wouldn't you just retrieve the matching rate from the scheme manual? Why proceed to match against all programs to determine which one had the optimal rate if the FPI is already there?

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Shawn's avatar

This absolutely stumped me at my last gig - really appreciate the guidance/insight on this

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Patrick Pierre-Victor's avatar

How does this framework differ for issuers who want to predict scheme fees?

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