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Global Custody    
 
   Register Now(Registration currently closed)
 

 

Objectives


The course is aimed at developing both a broad and in-depth knowledge of the key aspects of Global Custody and is equally relevant to the buy-side and sell-side of the business.

 

Target Audience


This course is suitable for practitioners who have a good fundamental level of knowledge, and who are looking to develop their understanding to an advanced level.  This course is an extension of the ICMA Operations Certificate Programme (OCP) but there are no formal pre-requisites to taking this course.

 

Length and Structure of the Course


The course consists of two days of lectures, case studies and group exercises.  Each day typically consists of four 90 minute sessions with coffee breaks in the morning and afternoon and lunch break in the middle.  There is no exam for this course but candidates will get a certificate of attendance.

 

Course Tutor


Keith Dickinson

Keith is a Visiting Fellow and Programme Director for ICMA Executive Education’s Operations Certificate Programme (OCP) and an independent training and business consultant. Keith spent twenty years in the operations areas of the equities, fixed income and derivatives markets for securities houses and financial institutions in London followed by sixteen years preparing and delivering operational courses.

Course Brochure

Click here to download the Global Custody course brochure.

 

Course Outline
 

Session 1 Contents 
Introductory Session • Historical Background & Problems/Solutions
• Global Custody Structures
• Regulatory Issues (Custody of Assets, etc.)


Session 2 Contents 
Participation • The Buyers
• The Sellers
• The Intermediaries & Infrastructure


Session 3 Contents 
The Services Offered by the Global Custodians • Main Activities in the Investment Cycle
• Types of Service
• Ways the Custodians add value

Session 4 Contents 
Communications & Processing Technology • The Role of IT in the Operational Phases
• The Ways the Global Custodians communicate with Clients & Sub-Custodians, etc.
• SWIFT and its messaging system

Session 5 Contents 
The Selection Process • Why Buyers change Suppliers
• How Buyers select new Supplier
• How Global Custodians select their Sub-Custodians


Session 6 Contents 
Network Management • The Relationship between the Global Custodian and its sub-custodians
• The Responsibilities towards the Client
• Management of the Network


Session 7 Contents 
Risks & Rewards in Global Custody • The Risks associated with the:
o Asset Management Function
o Banking Function
o Custody Function
• Rewards for the Global Custodians

Session 8 Contents 
The New Securities Landscape • Discussion on the industry changes and initiatives
• New products under development
• Consolidation in the Global Custodian world
 


 

Details of the next seminar
 

No public course date is scheduled.  Please note this course is available in-house for group bookings.
 

 

 

Costs
 

The publicly scheduled course cost will be £1,000.00 for ICMA Members and £1,300.00 for non-members.  
The following discount scale is offered:
2-4 candidates – 5% discount each*
5+ candidates – 10% discount each*

*Please note that discounts are applied by way of a refund to the organisation when registration has closed and the final number of candidates from the firm has been determined.

Payment can be made by secure online credit card or by invoice.  Please note that the BACS invoice method has an additional £50 admin fee.

Note that anyone requiring accommodation to take the course will be required to arrange this on their own; it is a class-based but non-residential course.

 
 

For more information


This course is also available on a group booking basis. 
Should you have any queries about this seminar please contact:

 

Mike Kirkman for general marketing queries

mike.kirkman@icmagroup.org
Phone: +44 207 517 3243

 

Leanne Ley for general administration & finance queries

l.ley@icmacentre.ac.uk
Phone: +44 118 378 6272


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