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Investment Education PLC
Trustees Guide to Custody

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DATES & LOCATIONS
FOR THIS ½ DAY EVENT
Jan 27 London
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.

Content

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
Procedure to obtain a cost effective service

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