Trustee Guide to Custody

Investment Education Plc

Short course

Inhouse

£ 201-500

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Description

  • Type

    Short course

  • Methodology

    Inhouse

  • Start date

    Different dates available

This half day seminar provides an understanding of Custody, the specialist operations involved and the means to obtain competitive quotations and arrangements. Suitable for: Critical Independent Briefing for Pension Trustees

Facilities

Location

Start date

Inhouse

Start date

Different dates availableEnrolment now open

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Reviews

Subjects

  • Custody Services
  • Investment Management
  • Global Custody
  • Investment
  • Law
  • Legal profession
  • Operations
  • Legal Requirements
  • Trustee audit
  • Trustee Bonds

Course programme

Trustee Guide to Custody Training Course

Background & Objectives Custody is an important part of Investment Management and an area in which Trustees have an input but which is alien to them. This half day seminar provides an understanding of Custody, the specialist operations involved and the means to obtain competitive quotations and arrangements.

Content What is Global Custody? Legal Requirements & Responsibilities Types of Global Custody Arrangements Uses of Sub Custodians What is required for Safe Custody? RFP - what is it and its importance in getting value for money Procedure to obtain a cost effective service

Additional information

Payment options: Available as an in house course - price on application

See related categories

Trustee Guide to Custody

£ 201-500

The best Fund Management courses

See all

See all