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View the video intro to the Securities Settlement, Clearing & Custody training course
Workshop: Road Maps 1

Explaining the relationships with the counterparties dealt with in the settlement of a typical trades on and off exchange:
– equities; debt; derivatives

Workshop: Road Maps 2

• Explaining the high level process flow from trade to settlement for equities; bonds; derivatives
• Describing the margin call process
• Collateral management

Wrap-up Workshop

Delegates will produce a detailed overview of the clearing and settlement environment including key players, processes and issues for a new hire in the audit department

Securities Settlement, Clearing & Custody: In-company training for your business

In-house training can save you money

A practical guide to the controls and processes to manage securities settlement operations effectively

Securities Settlement, Clearing & Global Custody Course Highlights and Agenda

Attend this intensive two-day training course and equip yourself with a clear knowledge and understanding of:

  • The role of the settlements department
  • Settlement conventions and how they differ by security class in major markets
  • Pre-settlement and settlement processes
  • Global custody: core services and value-added services
  • Common types of corporate actions and the growing importance of proxy voting
  • Industry trends and recommendations

Download the brochure or book onto this course.

Just some of the companies that have attended this Securities Settlement, Clearing & Global Custody training course

  • 3i
  • AB Swedish Export Credit Corporation
  • ABN AMRO Bank
  • Abu Dhabi Investment Authority
  • Africa Finance Corporation
  • Ambrian Partners Limited
  • Amlin Plc
  • Applicon Sweden
  • Banca d'Italia
  • BANCO BPI S.A.
  • Banco de España
  • Bank For International Settlements
  • Bank of Finland
  • BS Pension Fund Trustee Ltd
  • Capital Market Authority
  • CBFA
  • Central Bank of Bahrain
  • Central Registry Agency (MKK)
  • CIMB Bank Berhad
  • Cinnober Financial Technology AB
  • Close Asset Management
  • Credit Suisse
  • Dexion Capital
  • Doha Securities Market
  • Dubai Islamic Bank
  • Duet Asset Management Ltd
  • Dutch State Treasury Agency
  • Euroclear SA NV
  • European Central Bank
  • European Investment Bank
  • European Patent Organisation
  • Fideuram Asset Management Ireland
  • Financial Services Authority
  • Fionia Bank
  • First Bank of Nigeria Ltd
  • First Pension Custodian
  • Fortis Bank UK Branch
  • GarantiBank International N.V.
  • GARTNER
  • Gulf International Bank
  • Hellenic Exchanges Holding SA
  • Hypo Alpe-Adria Bank d d
  • ICE Futures Europe
  • IG Group
  • ING Wholesale Banking
  • Intercontinental Bank UK Plc
  • JSC VTB Bank
  • KBL European Private Bankers
  • KLP Kapitalforvaltning AS
  • Ljubljana Stock Exchange
  • Lone Star International Finance Ltd
  • Malta Stock Exchange
  • National Bank Of Abu Dhabi
  • National Bank of Belgium
  • National Bank of Kenya
  • Newedge Group London
  • Norges Bank
  • Nova Ljubljanska Banka d.d. Ljublja
  • Saudi Stock Exchange (Tadawul)
  • Saxo Bank AS
  • SIX SIS
  • SKS Unternehmensberatung
  • Stanbic IBTC Bank Plc
  • Standard Bank
  • Sveriges Riksbank
  • SWIFT
  • Tadawul
  • The World Bank Group
  • Venus Management Company SAM
  • Vnesheconombank

Download Latest Information Now

(updated 29 September 2014)

Dates and Venues

06 Oct 2014 - 07 Oct 2014

Bonhill House, London, UK

14 May 2015 - 15 May 2015

Liverpool Street

08 Oct 2015 - 09 Oct 2015

120 Moorgate