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May24 - Coggle Diagram
May24
DS Integration
Accounts
Completion accts
Bank access
Acct sweep
Statement
Intro to advisers
Process
NWB actions
Accts Pack design/ 45 days
Settlement accts
BC & DS move to NWB
TSL Acct planning
MSFT
DDR
Nadia exit
Lloyds extra signatories
Santander signatories
Ops desk?
BOS sort out mandate & address change
CSP C3
Coupon register
RI margins