Registrar and Transfer Agency (EN) (virtual classroom)

Blended learning

À qui s'adresse la formation?

Tout public

Durée

8,00 heure(s)

Langues(s) de prestation

EN

Prochaine session

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

Contenu

  • 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

Ces formations pourraient vous intéresser

EN
Journée
Banque assurance - Assurance - Assurance personnes - Assurance vie