Global Custody and Clearing Services

ROSS MCGILL is well-known in the custody industry as a product innovator and strategist. He is CEO of UK based TConsult, specialising in regulatory compliance and withholding tax training for the world's largest custodians and investment managers. He is also Director of marketing for GlobeTax, US tax recovery specialists. Ross is a prolific author on custody related issues and sits on a number of international committees. NAREN PATEL is a securities industry practitioner with over twenty years experience, having worked in global custody as Head of Client Services and Relationship Management. He is a member of the Securities& Investment Institute and a registered SFA representative.

PART 1: AN INTRODUCTION TO CUSTODY AND CLEARING A Brief History of Custody Custody Today Key Issues Clearing and Settlement PART 2: ASSET SERVICING Asset Servicing Key Issues Withholding Tax OTC Derivatives Trustee and Fund Accounting Services Securies Financing and Lending PART 3: MANAGING RISK Vendor Landscape Corporate Governance Network Management PART 4: TECHNOLOGY Standards, Messaging and Mediation PART 5: THE FUTURE The Future