| TOPIC |
TAB |
PAGE(s) |
| |
|
|
| Introduction |
1 |
|
| |
|
|
| Mission
Statement |
2 |
|
| |
|
|
| FDIC
Principles of Trust Department Management |
3 |
|
| |
|
|
| Sample
Resolutions / Potential Bylaw Changes |
4 |
|
| |
|
|
| Trust
Powers Application |
5 |
|
| |
|
|
| Trust
Manager Position Description |
6 |
|
| |
|
|
| Trust
Manager Incentive Program |
7 |
|
| |
|
|
| Management
Structure and Duties |
8 |
|
| |
|
|
| Internal
Trust Referral Program |
9 |
|
| |
|
|
| Investment
Management/Advisory Agreement |
10 |
|
| |
|
|
| Custodial
Agreement |
11 |
|
| |
|
|
| Fee
Schedule Input |
12 |
|
| |
|
|
| Periodic
Reporting |
13 |
|
| |
|
|
| Agendas
and Information Flow |
14 |
|
| |
|
|
| Marketing
Plan Draft |
15 |
|
| |
|
|
| Policy
Guidelines |
16 |
|
| |
|
|
| Introduction
to Third-Party Resource Considerations |
17 |
|
| |
|
|
| Federal
Securities Laws Policy |
18 |
|
| |
|
|
| Environmental
Policy |
19 |
|
| |
|
|
| Senior
Officer Checklist |
20 |
|
| |
|
|
| Advanced
Legal Considerations |
21 |
|
| |
|
|
| Advanced
Management Considerations |
22 |
|
