SIFMA Customer Account Transfer Section of the Operations and Technology Society RSS Feed

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Mon, 19 Mar 2007 22:24:58 GMT

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19-Mar-07 5:24 PM

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noemail@sifmacat.org — Mon, 19 Mar 2007 22:24:58 GMT

Officers

Thu, 29 Jul 2010 19:23:58 GMT

Governing Committee - Officers Joseph Zaets President Morgan Stanley & Co, Inc Harborside Financial Center Plz Plaza 2 - 2nd floor Jersey City, NJ 07311 (201) 830-4820 Tel (201) 369-7843 Fax Kevin McCosker Executive Vice President Pershing, LLC 300 Colonial Center Parkway Lake Mary, FL 32746 (321) 249-4310 Tel (407) 833-2547 Fax Scott J Hanson Vice President Robert W. Baird & Co. 777 East Wisconsin Ave Milwaukee, WI 53202 (414) 298-7459 Tel (414) 298-1750 Fax Derek Yen Secretary Edward Jones 8640 S. River Parkway Tempe, AZ 85284 (480) 337-6059 Tel (480) 337-2505 Fax Dianne M. Tilley Assistant Secretary CitiGroup Global Markets 700 Red Brook Blvd Owings Mills, MD 21117 (410) 559-0670 Tel (443-703-5698) Fax Leeanne Calciano Treasurer JP Morgan Clearing Corp One MetroTech Center N Brooklyn, NY 11201 (347) 643-1920 Tel (973) 463-5006...

Subcommittees

Fri, 02 Jul 2010 17:24:43 GMT

Committee Mission Chairperson ACATS Cycle Review White Paper - pdf To provide timely account transfers by reducing days of the transfer cycle and extending the cutoff time for new transfer submissions. This committee is currently limited to board members only. Banking ACATS Bank Usage Matrix - xls To coordinate the introduction of Banks into ACATS. Work with the member firms to participate in ACATS with the BANKS. Grant Smith Communications To communicate Industry changes with the division members via the Communicator, Educational Dinner meetings, and the Internet. Steve Callan Cost Basis - Broker / Bank to Broker / Bank Cost Basis...

Benefits of Membership

Fri, 02 Jul 2010 17:16:54 GMT

The Officers of the Customer Account Transfer (CAT) Section would like to extend this opportunity to enroll your firm in our 2010 MEMBERSHIP. We are a Section of the Securities Industry and Financial Markets Association (SIFMA) and work closely with Financial Industry Regulatory Authority (FINRA) and the Depository Trust & Clearing Corporation (DTCC). The CAT Section is working with the Industry on numerous issues and initiatives. Some of these initiatives are: Adding additional asset detail to ACATS to assist in the transfer of Foreign assets Enhancements to DTCC's Cost Basis Reporting System (CBRS) Increasing Bank participation in ACATS Potential enhancements to the Liquidation process Adding Mutual Fund companies as ACATS participants The CAT Section will also address any new issues that may arise throughout the year. Membership in the Section entitles enrolled individuals to the following: ...

Welcome

Thu, 03 Jun 2010 13:59:26 GMT

Thank you. You have successfully logged into the Customer Account Transfer Division web site. As a member, you will have access to all areas of the site.

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Edit Your Profile

Thu, 03 Jun 2010 13:57:53 GMT

If your member profile needs updating or you have an inquiry about your member profile, please e-mail us at SIFMA-Societies@SIFMA.org.

Panel 3 - Officers/Members

Tue, 16 Feb 2010 14:06:54 GMT

See who our Officers and Members are.

Membership Application

Tue, 09 Feb 2010 14:37:06 GMT

Join the Customer Account Transfer Section of
SIFMA’s Operations and Technology Society!

In this historic period of reform, it is now more important than ever to stay connected and informed within our industry. I would like to invite you to join the Customer Account Transfer Section today to take advantage of all the benefits membership has to offer.

The Customer Account Transfer Section was founded in 1981 as a forum for like-minded industry participants to communicate about issues that impact their daily professional lives. Our legacy of service and value to the professional community is rooted in our years of service to our members. Today, our Society boasts hundreds of members.

Professionals from all across our industry have joined the Customer Account Transfer Section to take advantage of the benefits of membership, which include:

Peer-to-Peer Networking
Conferences and Events
Educational Seminars
Listing in our Online Directory
Newsletters Covering Current Events in the Industry
Information Sharing Through Committee Participation

Change IS coming. Join the Customer Account Transfer Section today to stay connected and informed as financial regulatory reform sweeps the globe.

Sincerely,
Joe Zaets, President
Customer Account Transfer Section, Operations and Technology Society

How Do I Join?

Click Here to apply for Membership in the Customer Account Transfer Section. The application is simple and should take only a few minutes.

How Much are Dues?

Annual Membership dues are $75 for the 2010 calendar year. Payment may be made with a credit card. If that is not possible please contact SIFMA-Societies@SIFMA.org.

Mission and history

Thu, 14 Jan 2010 19:05:56 GMT

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.

Panel 4 - Become a Member

Thu, 14 Jan 2010 18:25:07 GMT

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.

Learn more ...

Membership Application

NSCC Rule 50 Section 17

Tue, 12 Feb 2008 00:17:41 GMT

NSCC Rule 50 Section 17

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noemail@sifmacat.org — Mon, 19 Mar 2007 22:24:58 GMT

Objectives:

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Release Date: 19-Mar-07 5:24 PM
Expiration Date: 19-Jun-07 5:24 PM

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2007-03-19T22:24:58Z

Instructor: Instructor

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SIFMA Customer Account Transfer Section of the Operations and Technology Society RSS Feed

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Officers

Subcommittees

Benefits of Membership

Welcome

Quick Links

Edit Your Profile

Panel 3 - Officers/Members

Membership Application

Join the Customer Account Transfer Section of SIFMA’s Operations and Technology Society!

Mission and history

Panel 4 - Become a Member

NSCC Rule 50 Section 17

Lorem ipsum survey

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Join the Customer Account Transfer Section of
SIFMA’s Operations and Technology Society!