• Icon 06.05.2020
  • Icon 8 h
  • icon Cours du jour
  • Icon French / Français
  • Icon VI033CJ
195,00 EUR

*

(+3% TVA)
*Prix d'inscription de base, variable selon options choisies.

Course material


Please note that the course material will only be available in English, even if the training course is delivered in French.

Objectifs


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


  • REFRESH
  • 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
  • TA – HORIZON 2015

Examen


The exam is available only in english

Lieu

Télécharger le planning PDF

mer. 06.05.2020 à 08h30

icon 8H

Registrar and Transfer Agency - (FR)

  • icon Chambre de Commerce Luxembourg
  • Durée

    icon

    3 h

  • Lieu

    icon

    Chambre de Commerce Luxembourg

Tue 28.01.2020

08h45

Thu 30.01.2020

08h45

Tue 04.02.2020

08h45

Tue 25.02.2020

08h45

Thu 27.02.2020

08h45

Tue 03.03.2020

08h45

Tue 10.03.2020

08h45

Tue 17.03.2020

08h45

Tue 24.03.2020

08h45

Thu 26.03.2020

08h45

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