Margin Details for IB-UKL
| Column | Description |
|---|---|
| Base Currency Summary | |
| Product Group | The initial and maintenance margin requirement for the product group. |
| Combined Futures Portfolio | The initial and maintenance margin requirement for the combined futures portfolio. |
| Illiquidity Charge | This value represents the concentration charge for a large single concentrated position. |
| Combined Portfolio | |
| Name | The name of the product group. A product group example would be a Broad Based Index composed of SPX, OEX, etc. |
| Exchange | The exchange that the combined futures portfolio trades on. |
| Description | The description of the combined futures portfolio. |
| Symbol | The symbol of the position. |
| Quantity | The number of contracts or shares held in the account as of the report date. |
| Initial Margin | The initial margin requirement for the combined futures portfolio. |
| Maintenance Margin | The maintenance margin requirement for the combined futures portfolio. |
Total amounts are displayed:
- At the bottom of the Base Currency Summary for all values.
- At the bottom of the Combined Portfolios for Initial Margin and Maintenance Margin values.