WHAT CAN YOU EXPECT OF YOUR INSTITUTIONAL TRUSTEE?

  • Fidelity to your interest;
  • Confidentiality about your financial affairs;
  • Scrupulous care, safety and prudent management of your assets;
  • Execution of all investments at the best possible prices and at the least transaction costs;
  • Separation of your money from the business of the bank and from the money of its other clients, except in the case of Common Trust Funds where participants become proportionate owners of a pool of investments.
  • Full disclosure of the details of your investments;
  • Compliance with your instructions and with the terms of your agreement with the trustee.