Custodians
Description
A custodian is a financial institution that holds customers' securities for safekeeping so as to minimize the risk of their
theft or loss. A custodian holds securities and other assets in electronic or physical form.
Custodian services are generally useful for absentee owners (i.e. owners who are not interested or able to be involved
in the day-to-day management activities of their accounts), as well as complex transactions, management of
substantial assets, timely reporting and compliance, and tax management strategies. The course gives a key features of the Custodians services
is issued on the Luxoft Training form
Objectives
To provide the audience the understanding of the distinguishing features of trade Lifecycle, its participants, details of
trade, and regulation.
Target Audience
Testers, System and Business Analysts, Architects, Developers, and Project Managers working on corporate finance
projects
Prerequisites
FIN-001 Introduction into Financial Markets
FIN-004 Basics of Financial Markets. Cash Equities & Equity Derivatives.
FIN-036 Trade Lifecycle
Roadmap
Overview of Custody
Corporate Actions