Securities Services – Safekeeping – Felix

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Securities Services - Safekeeping

Understand one of the core services offered by custodians.

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7 Lessons (10m)

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Description & Objectives
1. Role of Custodian

01:52
2. Safekeeping Part 1

01:35
3. Safekeeping Part 2

01:37
4. Sub Custodian Selection

01:34
5. Sub Custodian Agent Monitoring

00:52
6. Sub Custodian Site Diligence

01:12
7. Securities Services - Safekeeping Tryout

Prev: Securities Services Overview Next: Securities Services - Administration of Assets

Description

Understand one of the core services offered by custodians.

Learning Objectives

Identify the safekeeping services provided by custodians.
Identify the role of the custodian.
Recall the function of sub custodian selection.
Recall the function of sub custodian agent monitoring.
Recall the function of sub custodian site diligence.

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CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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Further Help

Felix How to Guide walks you through the key functions and tools of the learning platform.
Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
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