Coverage and instruments
Which instruments and sessions are supported, and how are symbols and contract specifications communicated?
Connectivity specification
Which protocols and session types are available? What certification process, network requirements and credentials are needed?
Execution behavior
How are rejects, partial fills, cancels, market closures and other execution states represented?
Operational support
What are support hours, escalation channels, maintenance procedures and incident communication expectations?
Resilience
What happens during connectivity degradation? Are alternate endpoints or procedures available, and how are they tested?
Reporting and reconciliation
Which execution records, drop-copy options or reports are available for reconciliation and investigation?
Commercial and technical alignment
Ensure the technical architecture described during onboarding is reflected in the commercial scope and support agreement.