About the course

In this course, you will explore the intricacies of custody management, claim management, and settlement integration. The course begins with an overview of managing claims and the necessary configurations for handling late settlements. It then delves into the integration and processing of MT54X messages, essential for efficient securities transactions. Participants will also learn about the setup and management of client call accounts, including interest calculations and account workflows. The course emphasizes the importance of compliance, risk management, and the role of technology in custody operations, ensuring participants are well-prepared to enhance service delivery and client trust in the financial sector.

Curriculum

2 Chapters · 6 Lessons

  1. 1

    Client Custody

    1. (Included in full purchase)

      Client Custody

  2. 2

    Training Videos

    1. (Included in full purchase)

      Effective Custody Management

    2. (Included in full purchase)

      Settlement Integration Introduction

    3. (Included in full purchase)

      Mastering Message Matching in Security Transactions

    4. (Included in full purchase)

      Mastering Message Matching and Settlement Actions

    5. (Included in full purchase)

      Call Accounts