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2024 TMN CLIENT CONFERENCE

October 23 – 25, 2024
The Thompson Hotel | San Antonio. Texas

T+1 Settlement Cycle FAQ

This document outlines frequently asked client questions regarding the announcement by the Securities Exchange Commission (SEC), to shorten the settlement cycle for US equity and corporate bond markets from T+2 to T+1.

Hidden Risks Using Directed and Delegated Trusts Facing the Modern Trust Company

Learn how to sidestep this highly risky issue (and, if needed, outsource your back-office operations efficiently)— so you can focus on better serving your clients and new business growth.