Innovation & specialists
Documentary support for Euroclear processes
We help organise the documents and discussions required for specific certificate and instrument processes. Eligibility, authenticity, custody and settlement require confirmation by the responsible parties.
Who this is for
Counterparties organising documentation for a specific instrument-related process.
What the work includes
- Transaction document organisation
- Liaison with relevant intermediaries
- Tracking requests and received confirmations
Typical advisory outputs
What the work produces
An indexed document set and a tracker of requests, responses and confirmations.
The mandate confirms which outputs are required, who is responsible and the agreed timetable.
What to bring to the first discussion
The process requested, available documents and the responsible intermediary’s requirements.
Start with a concise overview. We then identify the information and specialist input needed for the next stage.
How the engagement is defined
Scope, responsibilities, fees and next steps are agreed before work begins. Thaddeus undertakes its advisory and coordination duties; appointed providers deliver their specialist services under their own agreements.
Our role and responsibilities