EQube's PCG-IB Referral module provides a platform for authorized users to manage and track referral requests and securities belonging to the PCG group. Using the PCG-IB Referral module, users can enter both referral company and business details pertaining to specific securities containing non-public information.

  • Ability to easily delegate requester(s) & approver(s)
  • Notify group(s) when a referral is requested for a particular security
  • Flag potential Watchlist, Restricted list securities
  • And much more

To inquire about any of the items listed above and additional features please speak with a sales representative.