The market leading Origo Options Transfers service had a major update in 2016 to bring it in line with the latest UKFMPG Market Practice for Re-registration using ISO 20022 messaging over the Swift network plus the rollout of a set of new features and enhancements such as:

  • The incorporation of intermediate unit holders (third party administrators) into the re-registration process;
  • Support for a broader product range, including pension wrappers;
  • Wider coverage of asset types;
  • Richer data capture.

CBoxx played a key role in analysis, design and development for this project; utilising our in depth knowledge of the industry market practice and ISO20022 messaging standards to ensure that the business process and message workflows conformed to market practice, whilst designing and presenting a concise, informative, easy to use user experience.