Notification of SSI data managed by GCD is performed in exactly the same manner as IM-managed data - through Alert notifications for additions, edits or deletions.
Below is an outline of the steps required to convert your accounts to a GCD...
Overview Regional Custodians/Trustees own the custody relationship with in...
For investment managers who are interested in converting their SSI maintena...
The below tables provides the 6 main Security Type Groups available in ALER...
Global Custodians will have a letter of direction / authority for you to si...
There are steps that you can begin ahead of formally beginning the GCD Conv...
The below table outlines which custodians are already live on GCD with the ...
No. You will need to decide which Global Custodian you wish to connect the ...
The GCD workflow allows the linking of multiple Access Codes to one custody...
Overview In the GCD workflow, the global custodian (GC) becomes the owner ...
All ALERT client types who require an extract of data from ALERT can submit...
The ALERT Global Custodian Direct (GC Direct) workflow automates the exchan...
If upon comparison the SSI detail for the more granular security type (not ...
Use the following general and market-specific best practices and implementa...
ALERT ASSIsT is a free service for buy-side clients. A standard ALERT contr...
No. Once your instructions are in ALERT and live (i.e. your brokers have be...
1. From the ServiceCentral home page, go to Manage My Services - Manage Pro...
Watch the videos in this section to learn more general Confirm Archive func...