Understanding Custody Agreements

Course Information

This course provides an introduction to custody agreements focusing not only on the documentation, but what you need to know from a practical perspective in order to understand the services the custodian is providing, as well as the relationships internally and with the client.

The topics of this course include:

  1. Understanding Custody;
  2. Types of Custody services;
  3. Types of Custodians
  4. Understanding the custodian’s business;
  5. New custodian appointment – what to ask; and
  6. Custody Agreements.

This is an introductory course suitable for those business professionals starting within the investment management industry or those that wish to have a greater understanding of Custody Agreements.

If you would like to attend, but cannot travel to our venue, we are happy to offer you virtual attendance or you may purchase the course materials, so do get in touch!

Date: TBC

Price: £590

Venue: K304-6 Kala Studio, The Biscuit Factory, Drummond Road, London, SE16 4DG

For further information, please click below to access our course brochure:

Understanding Custody - screen shot


We'd love to hear from you, please get in touch with us if you have any questions.


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