Registrar and Transfer Agency (EN) (virtual classroom)

In collaboration with
  • Icon 04.10.2021
  • Icon 8 h
  • icon Formation à distance
  • Icon English
  • Icon VI034CJ
195,00 EUR

*

(+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

Télécharger le planning PDF

lun. 04.10.2021 à 08h30

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Registrar and Transfer Agency (EN)

  • icon E-Learning

mar. 05.10.2021 à 08h30

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Registrar and Transfer Agency (EN)

  • icon E-Learning

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