Bank, Trust and Recordkeeper Advisory Content

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ICI Default BG
Memo#
36026

Intermediary Transparency DTCC Omni/SERV

BTRAC fund members identified in early 2020 that improved transparency from the bank, trust, custody, and retirement channel is needed to better manage responsibilities for fund investors.
ICI Default BG

Intermediary Transparency

BTRAC fund members identified in early 2020 that improved transparency from the bank, trust, custody, and retirement channel is needed to better manage responsibilities for fund investors. Industry operation trends—including 1) centralizing operations through omnibus environments...