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ACATS-IPS

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Dec 12, 2022 An Expert’s Take on Self-Regulatory Organization Rulemaking
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Oct 03, 2022 FMIs Have a Crucial Role to Play in Advancing Accessibility of DeFi
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Sep 16, 2022 I&RS Celebrates 25 Years of Innovation, Support and Advancing the...
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Aug 26, 2022 Advancing Alternatives Through Industry Partnership
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May 04, 2022 An IIEX Case Study: How Global Atlantic Increased Data Exchange...
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May 02, 2022 Harnessing Emerging Technology to Drive Digitization
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Apr 29, 2022 Fund/SERV Enhancements Create Efficiencies for Interval Funds
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Apr 25, 2022 A New Beginning: Faster Settlement Processing for Stock Connect
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Apr 25, 2022 Meet Our New CEO: Three Questions with Frank La Salla
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Apr 18, 2022 DTCC Executives to Speak at SIFMA Ops 2022
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Apr 14, 2022 With Financial Sector Cyber Risks Soaring, What Are Your Options?
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Apr 12, 2022 DTCC 2021 Annual Report: Delivering Value by Driving Progress
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Apr 06, 2022 Accelerating to T+1: Exploring the Industry Impact
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Apr 05, 2022 The Increasing Focus on Third Party Risk Management
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Mar 22, 2022 Innovation from an Investor's Viewpoint: How to Pick the Winners that...
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Mar 22, 2022 Under the Hood: Transforming Infrastructure for Private Markets
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Mar 16, 2022 Perspectives on Shifting Investing Strategies in the New Digital World
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Mar 09, 2022 2022 DTCC Forum
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Mar 09, 2022 The Blockchain 50: DTCC Recognized as DLT Leader
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Mar 07, 2022 EU Digital Operational Resilience: The Path to Enhanced Resilience
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Mar 01, 2022 Modernizing the Private Markets with DTCC’s Digital Securities...
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Feb 28, 2022 DLT in the Real World: How Blockchain is Transforming the Private...
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Feb 18, 2022 Advancing Your Firm with Insurance Data Completeness
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Feb 16, 2022 Approaching the Digital Asset Ecosystem
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Jan 31, 2022 Bracing for the Rewrites and Refits on the Trade Reporting Horizon
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Jan 26, 2022 Analyzing Threats to Financial Stability
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Nov 30, 2021 Four Things You Didn’t Know About DTCC’s API Marketplace
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White Papers

Nov 16, 2021 Data Risks and Best Practices: Observations from DTCC’s Insurance &...
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Nov 09, 2021 DTCC’s Insurance & Retirement Services Recognized for Industry...
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Nov 02, 2021 Outlining Post-Trade’s Future
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Aug 31, 2021 Addressing Annuity Compliance Challenges with Ebix
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Jul 14, 2021 Replacement Processing: Evolve Your Settlement Processes or Get Left...
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Jul 13, 2021 Operational Resiliency in the Post-Pandemic World
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Jul 02, 2021 DTCC During Market Turmoil
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Press Releases

Jun 28, 2021 DTCC Provides First Electronic Certificate of Deposit as Part of...
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Jun 09, 2021 The Insurance Information Exchange (IIEX) Evolution: Product...
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May 19, 2021 Access Your DTCC Learning Dashboard in One Click
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Apr 19, 2021 IIEX & APIs What You Need to Know
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Apr 15, 2021 Advancing ”DTCC.com” Together: Launch of Refreshed Site Showcases New...
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Apr 14, 2021 DTCC Publishes Its 2020 Annual Report: Architects of Innovation
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Feb 24, 2021 DTCC Learning: Advancing Clients’ Use of DTCC Products and Services
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Feb 19, 2021 DTCC Forum: Challenges and Opportunities in Global Post-Trade in 2021
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Jan 26, 2021 Five Ways to Transform Industries and Kickstart Growth
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Jan 21, 2021 Client Focus on Modernization
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Jan 21, 2021 A CFO’s Lessons Learned from Managing Through the Pandemic
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Press Releases

Jan 20, 2021 DTCC’s MF Info Xchange Adds Two Way Communication and New...
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Jan 19, 2021 COVID-19: Impact and Implications for Financial Market Infrastructures
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Jan 08, 2021 DTCC’s Insurance Information Exchange (IIEX) Q&A with Barb Smith
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Nov 24, 2020 DTCC’s Mutual Fund Services at SPARK Forum 2020
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Press Releases

Nov 23, 2020 DTCC Launches Pilot Program for New Insurance Information Exchange...
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Jan 29, 2020 4 Ways DTCC’s I&RS Fostered Change in the Industry in 2019
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Jan 15, 2020 5 Ways DTCC Transformed the Industry in 2019
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Oct 08, 2019 Insurance Profile - Available Now to Help Clients with New York’s Reg...
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Nov 28, 2018 DTCC Solves Critical Challenge for Asset Managers with New Insurance...
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Oct 25, 2018 Cloud Computing A Blueprint for Market Infrastructures
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Oct 25, 2018 DOL Fiduciary Rule Compliance - An Industry Solution
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Press Releases

Oct 15, 2018 DTCC to Launch MF Info Xchange to Transform Communications for Mutual...
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Oct 03, 2018 Recent Profile Security Enhancements Increase Accuracy and Timeliness...
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Aug 16, 2018 DTCC Helps Mutual Funds Industry Standardize Communication of...
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Dec 05, 2017 DTCC’s ACATS Modernization Project Dominates Discussions at 2017 CAT...
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Our Stories

Oct 26, 2017 The Last Hurdle to Widespread Cloud Adoption in Financial Services?
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Our Stories

Oct 26, 2017 The Last Hurdle to Widespread Cloud Adoption in Financial Services?
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Oct 04, 2017 DTCC Learning Center Registration and Navigation Guide Now Available
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Oct 04, 2017 DTCC Learning Center Registration and Navigation Guide Now Available
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Press Releases

Jun 26, 2017 DTCC Celebrates 20 Years of Automating the Annuities Marketplace
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May 17, 2017 Mutual Fund Industry Finalizing Plans for T+2 Settlement
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May 17, 2017 Mutual Fund Industry Finalizing Plans for T+2 Settlement
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Apr 19, 2017 DTCC’s Wealth Management Services Delivers Data Transparency Solutions...
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Apr 19, 2017 DTCC’s Wealth Management Services Delivers Data Transparency Solutions...
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Mar 01, 2017 Industry Leaders Endorse DTCC’s Retirement Plan Reporting Solution
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Mar 01, 2017 Industry Leaders Endorse DTCC’s Retirement Plan Reporting Solution
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Feb 02, 2017 Watch the Replay: DTCC’s Webinar on the DOL Fiduciary Rule
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Feb 02, 2017 Watch the Replay: DTCC’s Webinar on the DOL Fiduciary Rule
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Additional Resources

  • FPO

    ACATS-IPS

    DTCC's ACATS/IPS is an automated customer account transfer and insurance processing service that automates changes when clients transfer accounts. Learn more!

    Overview

  • Legal

    Download the legal information about ACATS/IPS which improves customer service by automating the exchange of information between distributors and carriers. Learn more.

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  • Client Center

    Get access to documentation and information necessary for ACATS/IPS (Automated Customer Account Transfer Service/ Insurance Processing Service). Contact us here.

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