Client Porting Check

Checks whether a client's cleared positions and collateral are portable to a backup clearing member under a caller-declared porting window, given caller-declared position/collateral completeness and backup-member consent status. Evaluates one caller-supplied snapshot: an empty position set, a missed porting window, and a not-yet-consented backup member each resolve to a distinct, defined not-portable outcome rather than a generic failure. A portable verdict is an evaluation of the supplied snapshot, never a guarantee that porting will in fact occur, and this tool does not itself move any position or collateral. Clause: PFMI Principle 14 (Segregation and Portability), 17 CFR 240.15c3-3a where a broker-dealer customer-protection structure is in view.

Tool URL: https://ainumbers.co/chaingraph/art-532-client-porting-check.html