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Industry Cheat Sheet

This cheatsheet is a collaborative effort of the industry firms and participants listed. The information comes directly from the contributors, not...
June 03, 2021

Fund/Firm (PTF) Transfer Capability Best Practices

View the best practices for automating transfers between various types of receiving and delivering entities including brokerage firm, banks, and...
August 11, 2022

ACATS Industry Best Practices – ACATS Shortened Cycle

View these best practices that outline suggested usage in conjunction with the ACATS Shortened Cycle initiative. See the important notices: ACATS...
August 28, 2018

CNS® ACATS and DTC Frequently Asked Questions

Frequently asked questions about CNS®, ACATS, and DTC.
March 14, 2014

ACATS Industry Best Practices — Registration Indicator

This Best Practice outlines suggested usage for using the Registration Indicator field on the ACATS Fund/SERV Statistics file and report beginning on...
February 27, 2017

ACATS Industry Best Practices — Transfer Reject

This Best Practice outlines business reasons and common uses for ACAT reject codes and their suggested best practices.
February 21, 2017

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