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International Securities Settlement and Custodial Services

Eureka Financial
Course summary
2 days
1,495 - 1,700 GBP excl. VAT
Full time
Professional Training
Next available date: 14/10/2020 09:00 - Online courses
Course Dates
Online courses
14/10/2020 09:00 
1,495 GBP
London
03/12/2020 09:00 
1,700 GBP

Course description

International Securities Settlement and Custodial Services: 2-day training course 

Due to the current travel restrictions we offer this programme now as a virtual live online training delivered over on 14-15 Oct. We also have a classroom edition in London on 3-4 Dec 2020. 

It’s a live classroom experience where you will see the trainer and other participants and be able to take part in discussions and Q&As. 

International Securities Settlement and Custodial Services

This 2 day training program is designed to provide delegates with practical  knowledge about the key concepts, systems, processes and procedures in international securities settlement and custodial services as well as operational risks involved.

You will have a chance to gain skills necessary to facilitate day-to-day transactions and communication processes between all parties involved as well as all stages about clearing and settlement process, the role of exchanges and clearing houses, functioning of the settlements department, role of payments in the settlements.

Day two focuses on the role and functioning of global custody, services provided, derivatives settlements, corporate actions and risk management. You will also learn about the latest sector's trends and changes. You will also learn about the impact of the MiFID and Target 2 Securities initiatives on the market. 

The course is conducted by senior experts with many years of international experience and includes many international case studies and exercises. 

Stay up-to-date with current trends!

Enquire Here! Learn more about course content and availability - enquire here

Suitability - Who should attend?

The course is designed for professionals from Custodial and Investment Banks, Exchanges, Hedge Funds, Pension Funds and Endowments and other institutional investors from the following departments:

  • Custody Services
  • Settlements
  • Transactions & Processing
  • Compliance
  • Risk Management
  • Credit Risk
  • Operations 
  • Reporting
  • IT
  • Customer Relationship

Enquire Here! Does this course meet your professional needs? Enquire here to learn more

Outcome / Qualification etc.

Upon completion of this program delegates will have a through understanding of:

  • International securities settlement processes and custodial services, key players and concepts
  • Operational risks involved in these two services
  • Recent developments of international securities settlement and custodial services including Target 2              
  • Settlements and MiFID
  • Communication processes between all the parties involved in a given transaction

Qualifications

Delegates successfully completing this program will receive Course Certificate

Enquire Here! Learn more about potential qualifications resulting from this course - contact Eureka Financial here

Course content

Training topics for this International Securities Settlement and Custodial Services course include:

  • Securities settlement - exploring key concepts and market context
  • The relationship between exchanges and clearing houses 
  • Trade cycle stages
  • Understanding the role of a settlement department
  • The role of payment systems in securities settlements
  • Settlement process including pre-settlement, settlement and reconciliation processes
  • European switch to T+ 2 settlements
  • Timing in cash management and Forex exchange
  • The role and operations of CLS
  • Global custody and derivatives clearing
  • Core and value added services in global custody
  • Identifying and managing risks in clearing, global custody and settlement 
  • The impact of 'Corporate actions ' in custody services
  • Key legal issues
  • MiFID Directive
  • Exploring industry trends

Enquire Here! Contact Eureka Financial here to learn more

Teaching method

This is a highly interactive course which comprises of presentations, case studies, discussions and comprehensive group exercises.

In order to help with establishing individual and business concerns, delegates  will be asked to fill pre-course questionnaire.

Due to the practical nature of the course number of places is limited and will be filled on first come, first accepted basis. We advise to book in advance in order to avoid disappointment.

 Enquire Here! Find out more about the Eureka Financial training method - request more information here

Expenses

Online edition: Early Bird £1495 + VAT. There's no VAT charge if you are based outside of the EU. Only for the online course. Regular Price £1695 + VAT. 

Edition in London: Early Bird until 31 Aug £1700 + VAT, Regular Price £2095 + VAT. 

Group discounts

  • 5% discount for 2 people
  • 10% discount for 3 people


In-House Training

If you have a team of 4 or more this course can be customised and organised in-house at your convenience.

Enquire Here! Learn more about course fees or find out more about in-house options - contact Eureka Financial directly here

About provider

Eureka Financial - Financial Training, Leadership & Management Development Courses

Eureka Financial - Expert in Banking and Finance, Regulatory, Risk and Wealth Management Training.

Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...


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Contact info

Eureka Financial

22 A St Jame's Square
SW1Y 4JH London

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www.eurekafinancial.com

Reviews

Average rating 5

Based on 2 reviews

R.C., Senior Economist, European Central Bank
(5)
Very good. The trainer was very friendly and knowledgeable.
N.H., Head of Product Sales, Euroclear
(5)
Very good. Engaging, entertaining and informative.
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