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THE DEPOSITORY TRUST & CLEARING CORPORATION WEALTH MANAGEMENT SERVICES Fund/SERV : DNA of the Mutual Fund Industry W ®
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Document Date: 2013-12-07 19:11:58

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City

Boston / /

Company

Merrill Lynch / THE DEPOSITORY TRUST & CLEARING CORPORATION / Massachusetts Investor’s Trust / National Securities Clearing Corporation / DTCC Mutual Fund Services / WEALTH MANAGEMENT SERVICES Fund / /

Country

United States / /

Currency

USD / cent / /

/

Event

Product Release / /

Facility

Investment Company Institute / Tower of Babel / /

IndustryTerm

technology solutions / utility solutions / technology infrastructure / trade processing / insurance carriers / bank collective investment trusts / Settlement processing / mutual fund transaction processing / insurance products / wider network / technology architecture / /

Organization

Leveraging Fund / Investment Company Institute / CLEARING CORPORATION WEALTH MANAGEMENT SERVICES Fund / U.S. Securities and Exchange Commission / National Association of Securities Dealers / Securities and Exchange Commission / Expanding Fund / /

Person

Ken Rathgeber / Randy Solomon / Bill Bridy / Nino Palermo / Don Boteler / /

/

Position

director / broker / vice president / chief compliance officer at Fidelity / managing director / vice president of Operations / vice president of emerging compliance / vice president of American Funds / /

Product

Omnibus solution / Fund/SERV / Omnibus / /

SocialTag