This is known as physical delivery and can be much more cumbersome than a cash settlement. The client portfolio consists of all the information about the clients working with the company at a given time: the complete details of the company and its contacts the signed projects and their characteristics the history of the exchanges made during the prospection process other relevant details about the clients. When a futures contract or options contract is expired or exercised, the conceptual recourse is for the holder of the contract to deliver the physical commodity or transfer the actual shares of stock.
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