Connect to CITIC Securities with ZagTrader

Who is CITIC Securities?

CITIC Securities is one of the largest securities firms and investment banks in China, headquartered in mainland China and active across the country's onshore capital markets as well as in Hong Kong. Its businesses span retail and institutional brokerage, investment banking, institutional equities, fixed income, asset management, and research, making it a broad full-service intermediary for corporations, institutions, and investors. The firm is also the parent of CLSA, the well-known Asia-focused brokerage and research house, which extends its reach across regional markets.

For asset managers, hedge funds, brokers, and banks seeking access to Chinese and wider Asian markets, CITIC Securities is a prominent execution and capital-markets counterparty, with an onshore franchise complemented by an expanding international footprint. Reaching that counterparty through a stable, well-monitored connection is a practical requirement for any desk that routes orders to it, and that is the role ZagTrader is built to fill.

How ZagTrader connects and routes to CITIC Securities

ZagTrader provides institutional connectivity to CITIC Securities through FIX sessions and API access, established and tested so that order flow, executions, and acknowledgements travel over resilient, monitored links. The same connectivity supports electronic order routing from a unified blotter, allowing desks to send orders through CITIC Securities to the markets and liquidity it provides while retaining full control and visibility on the trading desk.

Connectivity is delivered as part of ZagTrader's integrated Order Management System (OMS) and Execution Management System (EMS). Traders work from a single blotter, apply pre-trade compliance and risk checks, and use smart order routing logic to direct orders appropriately before they leave the desk. Drop-copy sessions provide an independent, real-time stream of execution and order-status messages for reconciliation, surveillance, and risk monitoring. Because order management, execution, routing, and post-trade share one platform, there are no brittle hand-offs between disconnected systems, and cross-border flow into Asian time zones is managed from the same workflow as the rest of the book.

• FIX sessions and API connectivity for order entry, execution reports, and acknowledgements.
• Electronic order routing from a unified, multi-asset blotter.
• Smart order routing managed within the OMS/EMS before orders are sent.
• Drop-copy sessions for independent reconciliation and surveillance.
• Pre-trade compliance and risk checks applied before orders leave the desk.

What you can access through CITIC Securities

As a leading Chinese securities firm and investment bank, CITIC Securities offers execution and coverage across a broad range of asset classes, with particular depth in Chinese onshore equities and Hong Kong-listed instruments, and additional reach across Asia through its CLSA franchise. Routing through it via ZagTrader's multi-asset platform lets a desk reach that breadth of coverage from a single, consistent workflow rather than maintaining separate tools per product line or region. The instruments and services available always depend on a client's own agreements and onboarding with the firm.

• Equities — cash equities and related execution services, with strength in mainland China and Hong Kong.
• Fixed income — government and corporate debt instruments.
• Listed derivatives — futures and options for hedging and risk management.
• Asia-Pacific access — regional coverage extended through the CLSA franchise.
• Research-linked execution drawing on the firm's institutional research coverage.
• Funds and other instruments available under the relevant client agreements.

Settlement and post-trade

Execution is only the first step in the trade lifecycle, and ZagTrader is built to carry flow routed to CITIC Securities all the way through to booking. Fills captured over FIX and confirmed via drop-copy feed straight into the platform's post-trade processing, so that trades, allocations, and positions are kept consistent without manual re-keying.

The platform supports trade confirmation and allocation, generation of settlement instructions, and reconciliation against counterparty, custodian, and clearing records. Settlement itself takes place through the relevant market infrastructure and the client's own custody and clearing arrangements; ZagTrader's role is to manage the order and post-trade data flow accurately around that process. Reporting and audit-ready record keeping are produced from the same source of truth that runs from order inception, helping desks meet their internal control and regulatory obligations across the jurisdictions in which they operate, including the market conventions and time-zone differences of trading into mainland China and Hong Kong.

Why route to CITIC Securities through ZagTrader

Routing to CITIC Securities through ZagTrader means consolidating execution, routing, risk, compliance, and post-trade onto one multi-asset front-to-back platform instead of stitching together separate systems for each function. A single OMS/EMS blotter spans CITIC Securities alongside other supported brokers and venues, so traders manage their full book in one place and operations work from one consistent set of records.

FIX and API connectivity together with drop-copy reconciliation give desks confidence that what was sent, executed, and booked all agree, while smart order routing and pre-trade controls keep execution disciplined. For firms seeking reliable access to Chinese and wider Asian liquidity within a global workflow, the same platform scales to additional counterparties, asset classes, and markets without re-platforming, making ZagTrader a durable foundation for desks that route institutional flow to CITIC Securities and beyond.

• One multi-asset OMS/EMS for CITIC Securities and additional brokers and venues.
• FIX and API connectivity with drop-copy reconciliation.
• Smart order routing and pre-trade compliance and risk controls.
• Integrated post-trade flow from execution through booking and reporting.
• Access to Chinese and Asia-Pacific liquidity within a single global front-to-back workflow.