Registrar and Transfer Agency (FR)

En collaboration avec
Formation
Formation
& Examen
Examen
FR
Cours du jour
1 h
FI033CJ
40,00 EUR

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

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