STANDARD OF PERFORMANCE AND WHAT TO EXPECT FROM YOUR CORPORATE TRUSTEE
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Significant level of experience of Trust Company employees. |
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Compliance with Statutory requirements of State law. |
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Investment research resources of quality and performance. |
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Seek independent trust company to avoid conflicts of interest. |
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Seek objectivity in the investment selection process which is absent in the brokerage industry i.e. use of mutual funds with heavy load charges and high brokerage fees. |
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Seek the oversight of the bank regulators, which all trust companies must adhere to. Compliance with Uniform Trust code and the Statutory Trust Code in the state of Indiana. |
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High personalized levels of service. Work with an
administrator who knows you and your business and build a long-term relationship. |
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Harbour Trust adheres to the Code of Ethics and Standards of Professional Conduct as published by the Association of Investment Management & Research. |
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Proper tax planning which easily falls through the cracks, without the coordination of a corporate trustee.
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