Global Custody & Clearing Overview
Background | Benefits | Agenda | How To Book
Background
In today’s turbulent financial world, it is vital and in the interests of both investors and the financial institutions that serve them, to be clear about how custody and clearing works and the trends that will affect costs and efficiency in the coming years.
Based on the best selling book: “Global Custody & Clearing Services”, this course provides a solid introduction to global custody products and clearing systems. The course is presented by Ross McGill and a visiting senior custody practitioner from the industry. A free copy of the book will be provided to each delegate on this course.
This course is designed for new entrants to the custody and clearing services industry and those who are moving between roles within the industry. [top]
Benefits
At the end of the course delegates will be able to:
- Understand global custody as a product
- Understand clearing systems and how they interact with custody products
- Understand technology platforms in use
- Assess asset servicing requirements of their business
- Understand future trends and how these will affect their businesses
Agenda
Day 1
INTRODUCTION
- Brief history of custody
- Custody today
- Key Issues
Workshop 1
- Clearing & Settlement
- Asset Servicing
- Key Issues
- Withholding Tax
Workshop 2
- OTC Derivatives
- Trustee & Fund Accounting
- Securities Financing & Lending
Day 2
- Managing Risk
Workshop 3
- Vendor landscape
- Corporate Governance
- Network management
Workshop 4
- Standards, Messaging & Mediation
- Reconciliation
CONCLUSION
- The future
How To Book
This course is available on an in-house basis. Click here for our current prices. To discuss your training needs, please complete our booking form and we will get in touch.
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