Medallion Signature Guarantee Considerations and Alternatives
March 8, 2017
Is It Time to Reevaluate Your Funds’ Medallion Signature Guarantee Policies?
On March 8, ICI held a webinar that provided an in-depth exploration of Medallion Signature Guarantees (MSGs) in order to help funds and transfer agents reevaluate their MSG policies and procedures to better meet the needs of shareholders.
Webinar topics included:
- Benefits of reevaluating MSG policies and procedures
- Applicable transactions
- Alternatives for high-risk transactions
- Nonfinancial transactions
- MSG alternatives
- Administrative considerations
Dodge & Cox
Department Head, Retail Division Control
Director, Operations and Transfer Agency
This webinar was closed to regulators and the media.