SWIFT: ISO 20022 Message for Funds

Inter-company training

Who is the training for?

Business analysts, back-office and IT managers, and staff from institutions such as distributors, transfer agents, fund administrators, portfolio managers, fund management companies, investor’s intermediaries and trustees.

Duration

8,00 hours(s)

Language(s) of service

EN

Next session

Goals

You are active in the investment funds industry and you wish to automate the communication flows with your counter parties? This one-day session will give you an overview of SWIFT’s solution for investment funds and in-depth information on the related ISO 20022messages. You will also learn about the products and services that SWIFT makes available to you during each step of your ISO 20022 adoption and migration project.

Contents

  • An overview of SWIFT’s investment funds solution, including ISO 20022 message flows and players involved
  • SWIFT standards concepts: variants, versions, naming and co-existence
  • How to use the SWIFT standards Message Reference Guide?
  • Scope and message functionalities, case studies and examples

Organization contact details

House of Training

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