DCASS Training Course Series : Course 2 - DCASS Terminal Training

DCASS Training Course Series : Course 2 - DCASS Terminal Training


Derivatives Clearing And Settlement System (DCASS) is a fully electronic and automated clearing and settlement system that comprises the core derivatives clearing and settlement functionality, the margining engine, and has the capability to support various types of derivatives products such as Equities, Currencies and Commodities.

To enable the Clearing Participants to effectively use the system, HKEX has developed 3 courses to provide the basic knowledge of the clearing and settlement system.

Course 1 – Understanding of Derivatives Clearing
Course 2 – DCASS Terminal Training
Course 3 – CCMS Training

This course mainly focuses on DCASS’s key operations.


1. Introduction
2. DCASS Operation
3. Logon & logoff
4. Database Monitoring
5. Trade Management
6. Position Management
- Stock Options Related
- Report Explanation
- Report Download
- Margin Related
- Post-trade Transaction On-Behalf Input

Who should attend

Responsible officers, operations staff (in particular back office settlement staff), sales staff and account executives of brokerage firms.


  • Priority will be given to Exchange Participants of HKEx and those applying to attend all courses.
  • If any course(s) is/are cancelled due to inadequate enrolment, the participant can choose to transfer to the next intake or a refund.
  • The Hong Kong Exchanges and Clearing Limited (“HKEx”) Participant can attend the course at the discounted fee, i.e. the lower course fee as HKSI Member or staff of HKSI Corporate Member. 

Ways to get discount:

     - Simply enrol online (with the normal course fee)
     - On the day of the training course:
        1. bring your business card and the HKEx Participant ID number
        2. fill in a simple form and return to HKSI Institute

Speaker/Course Instructor

SO Chee Wah Willy
Mr. Willy So has relevant experience in securities service industry. He is currently responsible for providing customer support and helpdesk services to clearing houses participants.


Date & Time
Thursday, 1 Feb 2018 (9:30AM - 11:30AM)
HKSI Institute Training Centre
All Member: HK$420
Non-Member: HK$840
Staff of Corporate Member: HK$420