DTCC T+1 Reading Materials

• DTCC T+1 Test Approach: Detailed Testing Framework
• Enabling U.S. T+1 Readiness with DTCC Institutional Trade Processing: Recommended Best Practices for the Buy-Side
• Buy-side Perspectives: Preparing for T+1
• TradeSuite ID Number and Subscriptions FAQ for Investment Managers
• Managing the FX challenge for T+1
• Prepare now for the inevitable: T+1 isn’t just a US challenge
• Trade Settlement: Know Your T+1 Blind Spots

IMAS co-hosted the Navigating U.S. T+1 Settlement for Buy-side Firms event at Standard Chartered Bank in partnership with DTCC. This session focused on the upcoming transition to T+1 settlement for U.S. cash equities, corporate debt, and unit investment trusts, effective 28 May 2024. This event provided essential information for market participants preparing for a more efficient settlement landscape. 

Key highlights included:

• Insights into the operational and system changes needed for the T+1 shift.
• A discussion on the benefits and challenges for cross-time-zone investors.
• Expert guidance on leveraging technology to meet tight deadlines and regional considerations, along with lessons learned from past settlement cycles.

Featuring:

• Joseph Capablanca, Executive Director, Head of Relationship and Account Management, APAC, DTCC
• Nellie Dagdag, Managing Director, APAC Marketing & Communications, DTCC
• Tan Ying Ying, Global Head of Product, Standard Chartered Bank
• Edmund Lee, Head of Operations, Fullerton Fund Management

Event Details

Date: Wednesday, 1 November 2023

Time: 9:30am – 12:00pm (SGT)

Location: Standard Chartered Bank
8 Marina Boulevard
Marina Bay Financial Centre Tower 1, Level 21
Singapore 018981

Presentation slide