Back-Office - Corporate Actions

Training targeting operational practices and mechanisms for corporate actions. A theoretical and practical approach explaining in detail the day-to-day management of these operations and risks. Different types of events are also analyzed, as well as the evolution of markets towards automation (Straight-through processing). Best practices to control financial loss risks will be covered !

• Processing, mastering and controlling corporate actions
• Studying the steps in the process management (income/non-income/mandatory/voluntary)
• Practical cases review and preparation
• Swift ISO15022 (MT564, 565, 566,...) in-depth review
• Information and instructions management
• Customer reporting
• Deadline management
• Reconciliation (Nostro management)
• Risks and controls, recommendations of best practices
• Straight-through processing