Registrar and Transfer Agency (FR) (classe virtuelle)

Blended learning

À qui s'adresse la formation?

Tout public

Durée

8,00 heure(s)

Langues(s) de prestation

FR

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

  • REFRESH
  • 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
  • TA – HORIZON 2015

Évaluation

The exam is available only in english

Contact pour cette formation

House of Training

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Banque assurance - Banque - Marché financier - Produit financier