How to Use the Advanced Trading Order Form

Introduction

The Reluna platform has an Advanced form of Trading Orders. Advanced form of order gives additional opportunities to Initiator. This form provides additional configuration options, empowering the Initiator to tailor orders beyond the standard setup.

Permission Requirement

Access to the Advanced Trading Order Form is restricted to users with specific permissions. If you require access, please contact the Support team to update your permissions in the system.

When Using Advanced Form

Switch to Advanced mode (top toggle) to access features not available in the basic form:
- Choose between Single or Mass order modes.
- Access the Executive Currency field for currency trades.
- Use the (1) General tab for existing instruments or the (2) New Issue tab for upcoming/off-book instruments.
These options allow you to place one or more orders across different Bank Accounts, depending on your trading needs.

General Tab

Use this when placing an order for instruments already listed and available for trade.

Follow the same steps as in the New Order Creation form.
Fill in the required fields as outlined in the table below.

Field Descriptions here:

Field

Description

Instrument

Search and select the asset you want to trade.

Order Type

Choose Market (default) or Limit. Limit order will show an additional input for your price cap.

Executive Ccy

Set the currency in which you want the trade executed (usually auto-filled based on instrument).

Quantity

Number of units/shares you want to buy or sell. Cannot be negative.

Trading Type

Choose between DMA or OTC, based on instrument and custodian capabilities. Exchange settings will appear like:

Exchange Indicator	Meaning
Green (DMA available)	Custodian allows Direct Market Access
Grey (DMA unavailable)	DMA not available

Time In Force

Set how long the order should stay active (e.g., GOOD_TILL_CANCEL, DAY, etc.).

Learn more in the complete guide, here.

Description

The description will be automatically added to the transaction once the order is executed.

Due Date

Specify the deadline by which this order should ideally be executed.

Review all inputs and confirm the details.
Click Buy/Sell to finalize the order.
Once the order is created, proceed with the same steps used for Order Execution.

New Issue Tab

Use this when placing an order for a security that is not yet available in the market, such as an IPO or structured deal.

Follow the same steps as in the New Order Creation form.
Fill in the required fields as outlined in the table below.

Field Descriptions here:

Field	Description
Asset Type	Define the category (Equity, Bond, Funds, etc.) of the upcoming instrument.
Instrument Name	Enter the custom name of the security (e.g., “Alpha Capital Ltd.”).
Instrument Ccy	Currency in which the asset is denominated.
Executive Ccy	Currency in which you’d like the trade executed. Can differ from Instrument Ccy.
Limit Price	Set your purchase price per unit for the New Issue.
Quantity	Number of units you’d like to subscribe to.
Description	Add any internal reference or justification for this order.
Due Date	Set the final date by which this order should be placed or acknowledged.

The New Issue tab allows greater flexibility but requires manual input. Make sure your asset details are confirmed before placing the order.

Review all inputs and confirm the details.
Click Buy/Sell to finalize the order.
Once the order is created, proceed with the same steps used for Order Execution.