T+1 checklist

Built for asset managers and wealth managers, it provides a clear, structured approach to assess your readiness and prioritise action, fast. 

What you’ll get

✔ A complete T+1 readiness framework
✔ Key actions across 7 critical operational areas
✔ A clear view of where you’re exposed today
✔ Practical steps to reduce risk and improve efficiency

What the checklist covers:

• Governance & Programme Management: Set up the right structure, accountability, and oversight

• Trading & Allocation: Ensure same-day allocation and automated affirmation

• Post-Trade Operations: Reduce manual processes and enable straight-through processing

• Liquidity & Funding: Prepare for earlier cash and FX requirements

• Technology & Data: Upgrade systems for real-time processing and reconciliation

• Third-Party Dependencies: Align custodians, administrators, and vendors

• Testing & Implementation: Plan for industry testing and internal simulations

Don’t wait until 2027 to find the gaps.

T+1 is one of the most significant post-trade changes since T+2. Firms that start early will:

• Reduce operational risk
• Improve settlement efficiency
• Gain a competitive advantage in faster markets

Download your T+1 Readiness Checklist today.