Operations Conference and Exhibit
Reengineering Account Transfers - Events - sifma
Reengineering Account Transfers - Events - sifma
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ACATS Liquidations<br />
•Client wants entire account moved –<br />
liquidations are outside ACATS<br />
•Receiving firm can delete mutual funds<br />
from transferring<br />
•85% are ultimately liquidated<br />
•Average timeframe is 30 days<br />
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