HARBOUR TRUST & INVESTMENT MANAGEMENT COMPANY

STANDARD OF PERFORMANCE
AND WHAT TO EXPECT FROM YOUR
CORPORATE TRUSTEE

Significant level of experience of Trust Company employees
Compliance with Statutory requirements of State law.
Investment research resources of quality and performance.
Seek independent trust company to avoid conflicts of interest which are prevalent at the banking level.
Seek objectivity in the trust company which is absent in the brokerage industry i.e. use of mutual funds with heavy load charges and high brokerage fees.
Seek the protection of the regulators, which all trust companies must adhere to. Compliance with Uniform Trust code and the Statutory Trust Code in the state of domicile of the corporate fiduciary.
High personalized levels of service. Work with an administrator who knows you and your business and build a long-term relationship.
Trust companies are subject to the Code of Ethics and Standards of Professional Conduct as published by the Association of Investment Management & Research.
Proper tax planning which easily falls through the cracks, without the expertise of a corporate trustee.

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