| |
* Detailed record keeping and safeguarding of all assets under our control.
* Execution and settlement of all securities transactions directed by the owner or placed by
* his or her investment managers.
* Collection of all income receipts, such as dividends or interest and principal receipts.
* Processing of all corporate actions, such as splits, stock dividends, rights and warrants.
* Issuance of regular monthly hard copy statements along with providing Internet access to
* view your account for portfolio holdings and activity.
* If serving as custodian for a trust entity, can also provide income tax and court
* accounting services.
|
