Most of your questions about using the Custody service can be answered with the   spreadsheet Custody Conversion Checklist (76 KB) . This spreadsheet outlines the sequence of events that must take place, as well as the party or parties responsible for each step.

The following information is planned to help you get on your way using the Custody service:

  • Preparation guidelines
  • System readiness
  • Physical conversion of securities

 

 

 

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