Instructor Led Corporate Actions Training
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From Fintuition
Introduction to Corporate Actions




...ed to provide a detailed understanding of debt and equity corporate actions, what they are, where they originate, why they happen and especially the operational involvement. Sequential steps, critical factors and alternative choices for the investors as well as the relevant calculations and the critical time scales involved are included. The course covers a wide variety of corporate actions
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From Investment Education PLC
Corporate Actions

...Corporate Actions, what they are, where they originate and why they occur. Critical factors and the alternative choices for the investor as well as relevant calculations and the time scales involved are included. The course covers a wide variety of Corporate Actions with relevant examples and differences in practice taken from many different markets around the world.
Content includes:
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Accounting for Investment

...t, Futures and Options including aspects such as the main Corporate Actions.
Delegates
Investment accounting staff and their supervisors and managers with daily involvement in investment accounting who want a complete overview. Auditors, both internal and external may also be interested. Delegates will come from life assurance and insurance companies, fund managers, unit trusts, pension
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Collateral Management

...ual framework and practical problems egg the treatment of corporate actions on a borrowed/ lent position.
A basic knowledge of and work experience in the Securities Industry is assumed as well as an awareness of Securities Lending or Repos. Specific knowledge of Securities Lending and Repos is not assumed.
Delegates
a those new to collateral management
a existing collateral
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