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UPCOMING EVENT
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Mar
23
Monthly CAT Update (March 23, 2023)
04:15PM EDT
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02/01/2023
Announcement
2/1/2023 CAIS Compliance Date Update
Topics
B. Reporting Requirements
02/01/2023
FAQ
Q71.
How must Industry Members report an FDID Record to CAIS when a Natural Person and two trusts are all CAT Customers associated with the same FDID and the Tax Identifier of the two trusts is the same as the Natural Person’s Social Security Number (SSN)?
Topics
Q. Customer and Account Information
02/01/2023
Technical Specifications
Full CAIS Industry Member Release Rollout
Topics
Q. Customer and Account Information
01/27/2023
FAQ
Q19.
When will full account refreshes be required?
Topics
Q. Customer and Account Information
01/25/2023
Event
CAIS Industry Testing Checkpoint Call (January 25, 2023)
CAIS Industry Testing Checkpoint Call (January 25, 2023) - Presentation
Audio file
Topics
P. Feedback and Error Correction
Q. Customer and Account Information
01/19/2023
Event
CAIS Industry Testing Checkpoint Call (January 18, 2023)
CAIS Industry Testing Checkpoint Call (January 18, 2023) - Presentation
Audio file
Topics
P. Feedback and Error Correction
Q. Customer and Account Information
01/19/2023
Event
Monthly CAT Update (January 19, 2023)
Monthly CAT Update (January 19, 2023) - Presentation
Audio file
Topics
A. General
B. Reporting Requirements
P. Feedback and Error Correction
Q. Customer and Account Information
01/12/2023
Event
CAIS Industry Testing Checkpoint Call (January 11, 2023)
CAIS Industry Testing Checkpoint Call (January 11, 2023) - Presentation
Audio file
Topics
P. Feedback and Error Correction
Q. Customer and Account Information
01/10/2023
Event
CAIS Industry Testing Checkpoint Call (February 15, 2023)
CAIS Industry Testing Checkpoint Call (February 15, 2023) - Presentation
Audio file
Topics
P. Feedback and Error Correction
Q. Customer and Account Information
01/09/2023
Announcement
Update on CAIS Reporting Deadlines
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