-
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.