Focus on Securities Industry Risks: How to Implement Strong Due Diligence to Limit Your Omnibus Accounts Risks

December 3, 2014 4:00pm

Jonathan R. Thomas
Co-Head, Government Sanctions Group
Goldman, Sachs & Co. (New York, NY)

Molly McLane
Managing Director, Global Financial Crimes Group
Morgan Stanley

Aaron Wolfson
Executive Director
JP Morgan Chase & Co.

Brandon Reddington
Global Sanctions Officer
Credit Suisse

  • Impact of Clearstream Banking on the securities industry
  • Implementing OFAC’s best practices for mitigating sanctions risks associated with omnibus relationships
  • Will OFAC start imposing huge penalties on U.S. banks related to omnibus accounts or custodial services?
  • How are other areas of the securities sector that rely on undisclosed intermediated relationships affected?
  • Best practices to conduct enhanced due diligence on your customers to identify sanctions risk