DTCC is working with clients across buy-side, sell-side and custodian groups to fully understand the challenges that CSDR will bring to their organizations, as well as how DTCC can address this impact.
Automation and preparation is key helping buy-side firms implement a best-practice approach to automation and reduce the impact of CSDR on relationships with their brokers and custodians.
Effective planning and preparation and the adoption of automated front, middle and back office processing are key to helping the sell-side to avoid SDR penalties.
Early preparation and custodians’ pro-active education of buy-side clients are key to ensuring that they are equipped to cope with the new SDR requirements.