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Global Transaction Bank Deutsche Bank Investor Reporting Demo.

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Presentation on theme: "Global Transaction Bank Deutsche Bank Investor Reporting Demo."— Presentation transcript:

1 Global Transaction Bank Deutsche Bank Investor Reporting Demo

2 Global Transaction Bank Deutsche Bank Thank you for choosing Deutsche Bank’s Investor Reporting Platform. This Demo will assist you with: New User Registration Request access to private deals WebSSO access Investor Reporting 3/6/2016 8:34:54 AM2010 DB Blue template 2

3 Global Transaction Bank Deutsche Bank Please note: To access Private Deals, Users must first Register, initiate a request on-line, and receive approval via email. Investor Reporting 3/6/2016 8:34:54 AM2010 DB Blue template 3

4 Global Transaction Bank Deutsche Bank Investor Reporting Register New User 3/6/2016 8:34:54 AM2010 DB Blue template 4 New Users must first Register in order to request Private Deal Access

5 Global Transaction Bank Deutsche Bank Investor Reporting User Registration Form 3/6/2016 8:34:54 AM2010 DB Blue template 5 Fill in the New User form completely and select “Submit”

6 Global Transaction Bank Deutsche Bank Investor Reporting Registration Complete 3/6/2016 8:34:54 AM2010 DB Blue template 6 Successful Registration! An authentication token will be sent via Email

7 Global Transaction Bank Deutsche Bank Investor Reporting Authentication Token Email 3/6/2016 8:34:54 AM2010 DB Blue template 7 Authentication token provided via email

8 Global Transaction Bank Deutsche Bank Investor Reporting Homepage 3/6/2016 8:34:54 AM2010 DB Blue template 8 Proceed and Login to Investor Reporting

9 Global Transaction Bank Deutsche Bank Investor Reporting Login Page 3/6/2016 8:34:54 AM2010 DB Blue template 9 Provide Email ID used for Registration

10 Global Transaction Bank Deutsche Bank Investor Reporting Login With Authentication Token 3/6/2016 8:34:54 AM2010 DB Blue template 10 Special characters are defined as ~!#$%^&*()_+|{}><?

11 Global Transaction Bank Deutsche Bank Investor Reporting Password Changed Successfully 3/6/2016 8:34:54 AM2010 DB Blue template 11 Click “LOGIN” for Registered User Login Page

12 Global Transaction Bank Deutsche Bank Investor Reporting Product Type 3/6/2016 8:34:54 AM2010 DB Blue template 12 You are now ready to locate the Private deal and request access

13 Global Transaction Bank Deutsche Bank Investor Reporting Search by Issuer 3/6/2016 8:34:54 AM2010 DB Blue template 13 Select the Issuer

14 Global Transaction Bank Deutsche Bank Investor Reporting Private Deal List 3/6/2016 8:34:54 AM2010 DB Blue template 14 Locate the Private deal

15 Global Transaction Bank Deutsche Bank Investor Reporting Request Access 3/6/2016 8:34:54 AM2010 DB Blue template 15 Select the “Request Access” Link

16 Global Transaction Bank Deutsche Bank Investor Reporting Terms and Conditions 3/6/2016 8:34:54 AM2010 DB Blue template 16 Read the “Deal Access Agreement” Check box to agree to the terms & conditions Select the CUSIP/ISIN owned Enter Amount Held Submit

17 Global Transaction Bank Deutsche Bank Investor Reporting Request Submitted For Private Deals 3/6/2016 8:34:54 AM2010 DB Blue template 17 Access request received. Email confirmation to follow.

18 Global Transaction Bank Deutsche Bank The user has successfully requested access to a private deal. The system will update the user’s account to WebSSO. WebSSO is DB’s “single sign-on” authentication platform. A new Password pdf file and associated passphrase to open the pdf file will be sent via Email. The first Login using WebSSO will require the user to reset their password. The user will also receive a confirmation Email from “customer-access@db.com” for access to the Private deal. Investor Reporting 3/6/2016 8:34:54 AM2010 DB Blue template 18

19 Global Transaction Bank Deutsche Bank Thank you for choosing Deutsche Bank’s Investor Reporting Platform. * You can also view FAQs on “Access to Private Deals” and setting up “My Portfolio”. Investor Reporting WebSSO Password Email 3/6/2016 8:34:54 AM2010 DB Blue template 19 Login within 72 hours to avoid password expiration

20 Global Transaction Bank Deutsche Bank Investor Reporting Passphrase Email To Open.pdf 3/6/2016 8:34:54 AM2010 DB Blue template 20 Passphrase Email to open the pdf file

21 Global Transaction Bank Deutsche Bank Investor Reporting Request Confirmation Email 3/6/2016 8:34:54 AM2010 DB Blue template 21 Email confirmation access was approved to the Private deal

22 Global Transaction Bank Deutsche Bank Investor Reporting Homepage 3/6/2016 8:34:54 AM2010 DB Blue template 22 After receiving approval to access the Private deal, Login to Investor Reporting

23 Global Transaction Bank Deutsche Bank Investor Reporting WebSSO Password Received? 3/6/2016 8:34:54 AM2010 DB Blue template 23 Select Yes and proceed to the WebSSO Login

24 Global Transaction Bank Deutsche Bank Investor Reporting Login with WebSSO 3/6/2016 8:34:54 AM2010 DB Blue template 24 Enter your Email address and NEW Password from pdf

25 Global Transaction Bank Deutsche Bank Investor Reporting Access Private Deals 3/6/2016 8:34:54 AM2010 DB Blue template 25 You are now ready to access the Private deal

26 Global Transaction Bank Deutsche Bank Investor Reporting Search By Product Shelf 3/6/2016 8:34:54 AM2010 DB Blue template 26 Select the Shelf

27 Global Transaction Bank Deutsche Bank Investor Reporting View Reports 3/6/2016 8:34:54 AM2010 DB Blue template 27 View the Private Deal Info, Factors or Reports Tab

28 Global Transaction Bank Deutsche Bank Investor Reporting Recent Reports 3/6/2016 8:34:54 AM2010 DB Blue template 28 View the most recent Reports

29 Global Transaction Bank Deutsche Bank Investor Reporting View History 3/6/2016 8:34:54 AM2010 DB Blue template 29....or View History

30 Global Transaction Bank Deutsche Bank Investor Reporting View By Period 3/6/2016 8:34:54 AM2010 DB Blue template 30 Historical Reports for view or download

31 Global Transaction Bank Deutsche Bank Investor Reporting Add Deal to “My Portfolio” 3/6/2016 8:34:54 AM2010 DB Blue template 31 Add deals to “My Portfolio”

32 Global Transaction Bank Deutsche Bank Investor Reporting Search to Request Access 3/6/2016 8:34:54 AM2010 DB Blue template 32 Select “Search for Deals”

33 Global Transaction Bank Deutsche Bank Investor Reporting Add Deals To “My Portfolio” 3/6/2016 8:34:54 AM2010 DB Blue template 33 Check deal and add to “My Portfolio”

34 Global Transaction Bank Deutsche Bank Investor Reporting Confirm to add Deal to “My Portfolio” 3/6/2016 8:34:54 AM2010 DB Blue template 34 Confirm

35 Global Transaction Bank Deutsche Bank Thank you for choosing Deutsche Bank’s Investor Reporting Platform. If you have further questions or encounter any problems accessing your Private deals, please refer to Contacts in the Site Information section on the Home Page. Investor Reporting Deal Added to Portfolio 3/6/2016 8:34:54 AM2010 DB Blue template 35 Deal added to “My Portfolio”

36 Global Transaction Bank Deutsche Bank Thank you for choosing Deutsche Bank’s Investor Reporting Platform. If you have further questions or encounter any problems accessing your Private deals, please refer to Contacts in the Site Information section on the Home Page. Investor Reporting 3/6/2016 8:34:54 AM2010 DB Blue template 36


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