Trustee Guide to Custody

Background & Objectives


Custody is an important part of Investment Management and an area in which Trustees have an input but which is alien to them.


This half day seminar provides an understanding of Custody, the specialist operations involved and the means to obtain competitive quotations and arrangements.





-  What is Global Custody?

-  Legal Requirements & Responsibilities

-  Types of Global Custody Arrangements

-  Uses of Sub Custodians

-  What is required for Safe Custody?

-  RFP what is it and its importance in getting value for money

-  Procedure to obtain a cost effective service

Todays Date:

Duration  day
Available as an in-house tailored course

Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85

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