The Asset Services Learning Center is dedicated to helping you get the most from DTCC's Underwriting Services, Securities Processing solutions (such as Custody) and other Asset Services such as Corporate Actions Processing, Global Tax Services and Issuer Services. You'll also find Agent Services resources to assist FAST Agents in the Asset Services Learning Center.
Be sure to:
- Interact with the infographic below to learn more about these products and services.
- Scroll down to watch the DTC Loss Allocation Overview eLearning
- Scroll down for access to all Asset Services Products & Services and links to their Featured Content.
Hover over products and services in the image below to learn more.
The Resources tabs in the Asset Services section of this Learning Center provide access to all learning resources (documents, videos, etc.) available for a service and its sub-products. For a view pre-filtered to show learning resources specific to a product, view the Resources tab for that product.
|DTC Loss Allocation Overview - Part 1
|DTC Loss Allocation Overview - Part 2
|Click the image above to view Part 1
|Click the image above to watch Part 2
|Learn about DTC's Loss Allocation practices and how they would be applied in the event of (hypothetical) single-or-multiple-Participant default or Non-Default Loss events by watching Parts 1 and 2 of the DTC Loss Allocation Overview eLearning, also available via the Resources tab at the top of this page.
Underwriting Central: Using the UWC Dashboard
This eLearning explains features such as Tiles, Display Grid Columns, Filters, Tooltips and how to access UWC Online Help within the Underwriting Central application.
Custody in PBS
Direct access to content demonstrating various Custody System functions within the Participant Browser Service (PBS).
Corporate Actions Web User Guide
A downloadable resource explaining how to use the CA Web application. Includes all CA Web Help topics.
LENS User Guide
Download the LENS User Guide for offline access to the information currently housed in the LENS online help.
1042-S Classifications Tax Event Announcements User Guide
The 1042-S Classifications Tax Event Announcements User Guide includes FAQs about 1042-S Tax Event Announcements, explains how to search for them via CA Web and review their Event Level information.
CTS - Securities Processing for FAST Agents
A downloadable resource for FAST Agents using Corporate Trust Services functions in PBS.