Operations Conference and Exhibit
Reengineering Account Transfers - Events - sifma
Reengineering Account Transfers - Events - sifma
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ACATS Mutual Fund<br />
Transfer Service<br />
•Too many options<br />
•Inefficient <strong>and</strong> costly<br />
•Extensive number of bilateral<br />
agreements<br />
•Cost basis requirement<br />
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