Trust and Asset Management Services

Policy Guidelines

To bring to mind some of the topics and issues that are dealt with in administering trust and asset management services, select topics included in the comprehensive set of Policy Guidelines:

Regulatory Requirements
General fiduciary Policy
Beneficiary Impartiality
Trust Committee, Investment Committee, Management Committee
Trust Audits and Compliance
Trust Department Senior Officer
Marketing
Acceptance of Trust Accounts
Documents
Separation of Records
Fee Structure
Compensation
Third-Party Service Providers
Registration and Safekeeping of Assets
Investment Objectives and Philosophies
Investment Reviews
Bank Stock Policies
Serving with Co-Fiduciaries
Transactions Between Accounts
Will files
Discretionary Distributions
Conflicts of Interest and Insider Information
And Many Other Pertinent Topics


Trust Resource Company
155 Windemere Avenue
Deer Valley - #1401
Ellington, Connecticut 06029
800-826-3554

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