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  • What is DirectBooks?
    DirectBooks was founded to optimize the communications process and workflow for the primary issuance of securities. DirectBooks launched Deal Announcements & Updates, Order Messages, Allocation Messages and Deal Documentation globally for U.S. Dollar, Euro and Sterling Investment Grade, Covered Bonds, Emerging Markets issuances, Supranationals, Sovereigns and Agencies (SSA) and High Yield issuances, offering a common set of structured deal data and document access for institutional investors.
  • Which dealers are currently participating on DirectBooks?
    American Veterans Group, Bank of America, Barclays, Blaylock Van, BMO Capital Markets, BNP Paribas, CIBC, Citi, Credit Agricole, Deutsche Bank, Fifth Third Securities, Goldman Sachs, HSBC, Huntington, JP Morgan, KeyBanc Capital Markets, Lloyds Bank, Loop Capital, Mischler, Mizuho, Morgan Stanley, MUFG, NatWest, Rabo Securities, Ramirez, RBC, Santander, Scotiabank, Seelaus, Siebert Williams Shank, SMBC, Société Générale, TD Bank, UBS, US Bank, and Wells Fargo. We are actively working with additional dealers to onboard throughout 2024.
  • Who can use DirectBooks?
    Institutional investors and underwriters involved in the primary issuance process who satisfy legal and regulatory criteria applicable to their roles in the offering process.
  • What are the methods for accessing DirectBooks?
    Web access API connection Third-party Order Management Systems (OMS) connectivity, including Aladdin and Charles River
  • Are DirectBooks' fees charged to Institutional Investors and Underwriters?
    Please contact our team at or your DirectBooks primary point of contact.
  • How can Institutional Investors get started?
    Contact DirectBooks at to learn more about the offering and get a demonstration.
  • How does DirectBooks benefit users?
    Structured data and streamlined communications, with a single communications stream for a transaction, increase the accuracy of deal workflow information. Enhanced transaction detail and standardized deal stages allow for comparison across deals through DirectBooks’ innovative digital platform and for delivery of issue information to investors across the globe on a simultaneous basis. Activity records help simplify retention and compliance. Efficient and accurate dissemination of information allows investors to focus on the investment process rather than on information processing. High-volume data capacity and a secure cloud-based environment provide for efficient communications and resiliency.
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