The standard settlement cycle will shorten for most transactions from three business days after the trade date (T+3) to T+2 on September 5, 2017. This industry-led initiative, guided by the T+2 Industry Steering Committee, will significantly reduce counterparty risk, increase capital efficiency, harmonize U.S. markets with other global markets, and create operational efficiencies.
At this Webinar, industry subject matter experts will address the migration to a shortened settlement cycle broadly, assist clients and participants as they execute implement operational and technology changes at their firms, provide information regarding industry support during the conversion period, and any answer questions participants may have regarding the move to a shorter settlement cycle.
This Webinar is ideal for operations staff, compliance staff, project managers and legal staff – particularly those who support smaller broker dealers, asset managers, service providers, clearing firms, and custodians as well as issuers of securities and those who counsel issuers of securities.
SEC Amendment to the Settlement Cycle Rule to Adopt T+2 (Mar. 2017)
SEC Amendment to Securities Transaction Settlement Cycle: A Small Entity Compliance Guide (Mar. 2017)
SIFMA Submits Comments to SEC on Proposal to Shorten the Settlement Cycle (Dec. 2016)
Industry Statement Commending SEC for Proposing Rule Change (Sept. 2016)
Detailed Testing Framework on T2 Settlement Project Website (Jul. 2016)
T+2 Implementation Playbook (Dec. 2015)
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Registration or Program questions?
Contact Will Leahey