Resources

Webinar: CASS Governance & Treatment of Shortfalls
The fundamental cause of any shortfall can vary considerably, from failed market settlement to internal books and records errors, often…
CASS, Client Assets, Client Money
Financial Data Management and Control for Insurance Firms
Insurance companies face many regulatory, data and control challenges. Regulatory challenges include IFRS17, Solvency II, the Insurance Distribution Directive (IDD)…
Data Managment, Insurance, Reconciliations
CASS 6.6.54 Stock Shortfalls
As defined in the handbook CASS 6.6.54R applies where a firm identifies a discrepancy as a result of, or that…
CASS, Client Assets, Client Money

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