AIMA invites you to join us on Monday, 24 November for the launch of the new AIMA Guide to Sound Practices for Selecting and Periodically Assessing Custodians and Depositaries (the ‘Guide’), produced in collaboration with Dechert LLP.

Events like the Lehman Brothers and MF Global insolvencies or the Madoff or FTX frauds have focused attention on client asset safekeeping regimes. These events, and the 2008 Global Financial Crisis, have been a significant political driver in the continuing evolution of financial services regulation in key manager and fund jurisdictions.

AIMA, with the help of a working group of member volunteers chaired by Dechert, has prepared this guide, which is aimed at investment managers and funds who wish to select a custodian or depositary, to perform safekeeping services. This guide should also be useful to managers and funds when periodically reviewing existing custodian or depositary relationships from a service, risk, diversification, value or cost perspective.

We are pleased to invite you to attend the launch webinar for this new guide which will feature a panel discussion of key sound practice considerations.

Speakers:

• James Delaney, Managing Director, Asset Management Regulation, AIMA
• Richard Frase, Partner, Dechert LLP
• Gail Mac Kenzie, Head of Operational Due Diligence, Edmond de Rothschild (Switzerland) S.A
• Corey Rose, Partner, Dechert LLP
• John Siena, Chair of the Association of Global Custodians-European Focus Committee (AGC-EFC)
• Alyson Yule, Managing Director, Depositary, Apex Fund Services (UK)

Can’t attend live? The recording  will be available on the AIMA website from 25 November.

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