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ICI WEBINAR

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

MATERIALS

SPEAKERS

Robert Curran
Vice President
Dodge & Cox
Charles Gallant
Managing Director
BNY Mellon
John Ginelli
Department Head, Retail Division Control
Vanguard
Joanne Kane
Director, Operations and Transfer Agency
ICI

This webinar was closed to regulators and the media.