Corporate Trust Operations
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| Duration: One Day |
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The function of a trust as an unbiased third party is critical to a secure market. This program explores the many facets of the corporate securities services business and why it is so important. Focus on the basic services offered, how they are applied and processed. Study related agency functions, corporate securities administration and trust management. Learn the flow of corporate actions administered by trust companies.
| Topics include: |
• Corporate agency management
• Distribution of cash payments
• Facilitation of corporate actions |
• Record-keeping requirements
• Structured financings
• Transfer, Issuance, & Registrar functions |
| Benefits of attendance: |
• Become familiar with pertinent terminology
• Identify the steps taken by a corporate trust in supporting securities issuance
• Learn the form and function of a corporate trust |
• Recognize how corporate trust supports the issuance of securities
• Understand the responsibilities of trustees and transfer agents
• Update your knowledge of how this function is administered today |
| Staff from the following areas should attend: |
• Banking
• Custody
• Corporate Trust |
• Information Technology
• Operations
• Industry Service Companies |
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