120 Broadway, 35th floor
New York, NY 10271

SIFMA Customer Account Transfer Division
Efficient and timely account transfers within the Financial Community.

Upcoming Events




Fall Educational Seminar

Edward Jones Offices  15-Sep-10

More Upcoming Calendar Events


Become a Member




Membership in Customer Account Transfer Section of the Operations and Technology Society will provide your firm with a cost effective method for staying current with state-of-the-art Customer Account Transfer Society practices.
 
 
 
 

Officers/Directors







The Customer Account Transfer (CAT) Section of the Operations and Technology Society is an organization whose goal is to provide clients with efficient and timely account transfers within the financial community.  Learn more.

Visit SIFMA's Career Center to find qualified financial services candidates.
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