Registrar and Transfer Agency (EN) (virtual classroom)
In collaboration with
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04.10.2021
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8 h
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Formation à distance
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English
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VI034CJ
*
(+3% TVA)Cette formation est proposée sous forme de formation à distance. En savoir plus
Objectives
After completing this course, participants will be able to understand:
- The activities and role of the transfer agent in the fund value chain
- The structure of distribution networks
- The roles and responsibilities of the transfer agent
- The daily activities of the transfer agent
- The future trends in transfer agency
Programme
- Refresher
- Structure of fund distribution networks
- TA activities
- Investor servicing
- Document management
- Register maintenance
- Processing of transactions and fees
- Reporting
- Cash management
- ENVIRONMENT AND IT TOOLS
- Processing of transactions and fees
Lieu
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E-LearningA distance
A distance - Calculer l'itinéraire
Télécharger le planning PDF
4H
4H
lun. 04.10.2021 à 08h30
4H
Registrar and Transfer Agency (EN)
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E-Learning
mar. 05.10.2021 à 08h30
4H
Registrar and Transfer Agency (EN)
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E-Learning