Continuous Net Settlement

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What this video covers

  • How continuous net settlement (CNS) processes settling purchases and sales together with prior open positions by security to produce one net result
  • The three possible CNS outcomes: net long position (clearing agency owes the member), net short position (member owes the clearing agency), and flat (full offset, nothing due)
  • Why the clearing agency becomes the contra party for every CNS position and how the guarantee severs the direct obligation between original trading members
  • How delivering members deliver to the clearing agency and receive payment from it, while receiving members receive from the clearing agency and pay it
  • The distinction between an open long position as a fail-to-receive and an open short position as a fail-to-deliver
  • Why a fail that remains in CNS stays as an open net position that carries forward and nets with the next day's settling trades
  • How to read a CNS record using the three-question framework: which security, what net result, and does either party owe securities

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This video's complete written lesson is free to read in the CertFuel app, no signup wall. The complete Series 99 course also includes adaptive practice questions and spaced-repetition flashcards, free through the end of 2026.

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