| EMAIL NAME |
EMAIL DESCRIPTION
|
| Stage 2 Welcome message |
This email is sent as confirmation that a client has successfully set up a Currencycloud Direct account. |
| Reset token notification |
This email is sent to a customer to reset their password when either:
- A customer selects ‘forgot password’
- A client selects ‘security reset email’
- Currencycloud send a security reset email to a customer
|
| Forgot Password Notification |
This email is sent when a customer selects forgot password and needs a reset link. |
| Forgot Password Complete Notification |
This email is sent as confirmation that the password on the account has been changed, when a customer makes this change. |
| Security Reset complete |
This email is sent as confirmation that a security reset is complete. |
| Email Change Request |
This email is sent when either a client or their customer makes a request for the customer email on the account to be changed. |
| Email Change Confirm |
This email is sent as confirmation that the end customer email on the account has been changed, when either a client or their customer makes this change. |
| Payment Ready To Send |
This email is sent as confirmation that a payment is ready to send when either:
- A customer creates a payment, or;
- A client creates a payment on a customer's behalf
|
| Payment Released |
After the above notification, this email is sent as confirmation that a payment has been released. |
| Payment Compliance failed notification |
After the above notification, this email is sent if a payment has failed as it sits outside of our risk appetite. |
| Payment failure |
After a payment has been sent, this email is sent if a payment has failed and the bank has returned the payment. |
| Trade execution when cash manager enabled |
This email is sent as confirmation of a trade when either:
- A customer books a trade, or;
- A client books a trade on a customer’s behalf
|
| Trade Date Change Notification when cash manager enabled |
This email is sent as confirmation that the date of a trade has been changed when either:
- A customer changes the date of a trade, or;
- A client changes the date of a trade on a customer’s behalf
|
| Trade Closed |
This email is sent as confirmation that a trade has been cancelled and marked as ‘closed’ on your platform when either:
- A customer cancels a trade, or;
- A client cancels a trade on a customer’s behalf
|
| Rate Amend Confirmation |
This email is sent as confirmation that a trade has been amended when a client requests an amended rate on behalf of a customer. |
| Trade Split |
This email is sent as confirmation that a trade has been split when a client requests a trade split on behalf of a customer. |
