Introduction

Corporate Actions and Asset Servicing are central to the integrity of post-trade operations, directly affecting client positions, reporting accuracy, and regulatory confidence. This program provides a structured, end-to-end view of how mandatory and voluntary corporate actions are announced, processed, communicated, and settled.

Keywords

Corporate actions, asset servicing, post-trade operations, mandatory and voluntary events, custody operations, operational risk

What You Learn

1

The classification and characteristics of mandatory and voluntary corporate actions. 

2

How entitlements, elections, and adjustments are determined and recorded. 

3

Data flows and dependencies impacting positions, accounting, and reporting. 

4

Standard communication touchpoints across the corporate action lifecycle. 

5

Core control checkpoints, reconciliations, and exception-handling mechanisms

6

The end-to-end lifecycle of corporate action events across post-trade operations. 

This Is For You If

This program is designed for professionals in asset servicing, custody, or post-trade operations who want a structured understanding of corporate action processing and controls.

How You Benefit

Improve execution accuracy across complex corporate action events. 

Reduce operational risk through stronger process awareness. 

Enhance reliability and consistency in client-facing reporting. 

Support compliant, timely, and well-controlled post-trade operations

The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

22,000

programs conducted in nearly 2 decades.

80%

of our clients are Fortune 500 companies.

87

out of 100 learners recommend our programs to others (NPS score).

510,000+

professionals have leveled up their skills and mindsets.

50%

of our programs are mandatory for some clients’ employees.

73%

of clients repeat our programs.

1000

years of collective experience in planning and upskilling.

50%

of our faculty have been ex-leaders in the corporate world.

27

countries and growing.

Get it

Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.