Documents
Code of Conduct
| Title: | European Code of Conduct for Clearing and Settlement |
| Date: | 7 November 2006 |
| Author: | FESE, EACH, ECSDA |
| Content: | Fundamental agreements regarding price transparency, access and interoperability, unbundling and accounting separation |
| Title: | Access and Interoperability Guideline |
| Date: | June 2007 |
| Author: | FESE, EACH, ECSDA |
| Content: | Securities Industry delivers detailed access and interoperability guidelines in line with the code of conduct. |
Giovannini
Reports
| Title: | Cross-Border Clearing and Settlement Arrangements in the European Union |
| Date: | November 2001 |
| Content: | The 15 Giovannini barriers are listed and explained |
| Title: | Second Report on EU Clearing and Settlement Arrangements |
| Date: | April 2003 |
| Content: | Plans for the dismantling of the 15 Giovannini barriers |
Standards
for the dismantling of Giovannini barriers in their original wording
| Barrier: | 1 |
| Title: |
Elimination of Giovannini Barrier 1, Final Protocol recommendation |
| Date: | March 2006 |
| Author: | SWIFT / Andrew Douglas |
| Content: | Requirements with regard to communication standards of infrastructures and participants |
| Barrier: | 3 |
| Title: | Market Standards for Corporate Actions Processing |
| Date: | November 2009 |
| Author: | EACH, EBF, ECSDA, EuropeanIssuers, ESSF/SIFMA |
| Content: | Standards for all types of corporate actions (Mandatory and Optional Distributions, Mandatory, Optional and Voluntary Reorganisations, Transaction Management) |
| Barrier: | 4 and 7 |
| Title: |
The European Central Securities Depositories Association's Response to the Giovannini Report |
| Date: | April 2004 |
| Author: | ECSDA WG5 |
| Content: | Standards with regard to opening hours and settlement cycles in the settlement systems |
| Barrier: | 6 |
| Title: |
Proposals to harmonise and standardise pre-settlement date matching processes throughout Europe |
| Date: | 5 October 2006 |
| Author: | ECSDA WG3 / ESSF |
| Content: | Standards with regard to matching, maintenance and life cycles of settlement instructions |