Target audience:
- All Investment Managers (IMs) doing US trades on CTM and not already live on M2i
Course description:
T+1 Readiness for CTM Investment Managers and OMS Partners: learn about ITP recommended best practices for complying with the SEC’s T+1 Rule
- What is affirmation and how to achieve high same day affirmation (SDA) rates?
- What happens if my confirm is not affirmed?
- What is a custodian omnibus account?
- What is Match to Instruct (M2i)?
- What is the T+1 Scorecard?
- What are the next steps my firm can take to prepare for T+1?