Latin American Markets & Settlement


This course provides a condensed overview of Markets & Settlement Operations in Latin America.


Settlement Managers and staff involved or potentially involved in Latin American Markets.

  • Brokers
  • Back Office Managers
  • Settlement Managers & Staff
  • Fund Managers
  • Custodians
  • Systems Executives covering these markets

    Delegates are expected to have a general knowledge of Settlement Operations. Specific experience of Latin American Markets, while helpful, is not essential.
  • Content

    The following markets will be reviewed:-

    Argentina   Brazil   Chile
    Columbia  Mexico   Peru  Venezuela

    An overview will be provided of developments in:-

    Bolivia  Ecuador  Uruguay

    Aspects Reviewed:-

    Pre Investment Requirements

    Stockmarket Overview of each market:

    - Trading

    - Settlement Timetable and System

    - Clearance System

    - Registration

    - Traded Instruments

    - Pricing

    Market Practice

    - Securities Classification

    - Denomination

    - Short Selling

    - Corporate Actions

    - Income Items

    - Failed Trades and Buy Ins

    - Turnaround Trades

    Foreign Ownership Restrictions and Disclosure

    oreign Currency

    - Trading

    - Funding

    - Repatriation of Funds

    Todays Date:

    Duration 1 day
    Fee Available as an in-house 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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