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This training program is designed to provide delegates with practical knowledge about the key concepts, systems, processes and procedures in international securities settlement and custodial services as well as operational risks involved. Participants will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved.
Main topics covered:
- Securities settlement - exploring key concepts and market context
- The relationship between exchanges and clearing houses
- Derivatives and securities settlement process
- Understanding the role of a settlement department
- The role of payment system in securities settlements
- Settlement process including pre-settlement, settlement and reconciliation processes
- Timing in cash management and Forex exchange
- Global custody and derivatives clearing
- Core and value added services in global custody
- Identifying and managing risks in clearing, global custody and settlement
- The impact of 'Corporate actions ' in custody services
- Exploring industry trends
By attending this program you will gain:
- Practical understanding of international securities settlement processes and custodial services, key players and concepts
- A clear understanding of the operational risks involved in these two services
- An update on recent developments of international securities settlement and custodial services
- An understanding and appreciation of the communication processes between all the parties involved in a given transaction
Main Topics Covered During This Training
- Securities settlement - exploring key concepts and market context
- The relationship between exchanges and clearing houses
- Derivatives and securities settlement process
- Understanding the role of a settlement department
- The role of payment system in securities settlements
- Settlement process including pre-settlement, settlement and reconciliation processes
- Timing in cash management and Forex exchange
- Global custody and derivatives clearing
- Global custody - core and value added services
- Identifying and managing risks in clearing, global custody and settlement
- The impact of 'Corporate actions ' in custody services
- Exploring industry trends
Who Should Attend
Professionals from Custodial and Investment Banks, Exchanges, Hedge Funds, Pension Funds and Endowments and other institutional investors from the following departments:
- Custody Services
- Settlements
- Transactions & Processing
- Compliance
- Risk Management
- Credit Risk
- Operations
- Reporting
- IT
- Customer Relationship
Teaching Method
The course is taught with hands-on, practical exercises forming the framework for the case study model. All the theory will be explained though recent financial examples and put into current market context to help you apply it in your daily business.
You will also benefit from a comprehensive course material.
In order to help us establish your individual and business concerns, you will be asked to fill a pre-course questionnaire.
Course categories:Back Office Courses, Operations Settlements Clearing Courses, Securities Services/ Securities Finance, Back Office Inhouse Courses , Operations settlements Clearing Inhouse
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