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Engaging Industry

DTCC Learning Corner: CTM, GTR, ETFs and More.

By DTCC Connection Staff | Aug 20, 2018

As DTCC’s one-stop shop for learning resources, DTCC Learning (DTCCL) is committed to helping clients optimize their use of DTCC’s suite of products and services through comprehensive education programs that include live and recorded webinars, tutorials, user guides, self-paced training modules and other resources.

Here are some of the highlighted offerings from DTCC Learning.

DTCC Learning Corner
Institutional Trade Processing
CTM Client Facing Dashboard Videos

Need to Know!
Videos The CTM Client-Facing Dashboard is a tool available to investment manager clients for configuring and maintaining matching profiles and Broker Matching Groups (BRMGs)—both essential components in the matching process.
Equities Clearing
ACATS Super Access Coordinator (SAC) User Guide

View how to grant access to ACATS Transaction Inquiry product so you can access reports and data files.
Equities Clearing

Exchange Traded Fund (ETF) – NSCC File Formats for ETF

Document View the new record layout, Enhanced Intraday Create/Redeem Receipt/Reject Report: AutoRoute Production 02261954/Test 02981954, and other NSCC file formats for ETF.
Equities Clearing
Manual Transfer Statement

New and Updated!
View the new Manual Transfer Statement Example and updated Manual Cost Basis Template Rules and Best Practice Guide to learn about using the Manual Cost Basis Transfer Statement.
Global Trade Repository User Foundation Training Program for MAS and ASIC Re-Architecture

This program provides users with an in-depth knowledge of the GTR and how it facilitates MAS and ASIC regulatory reporting of derivative transactions.