Trust Tool- Trust Committee Revaluation of Collective Investment Fund Meeting Minutes Sample
Updated 07/24/2026
This tool is a general template for documenting Trust Committee meeting minutes related to a Collective Investment Fund (CIF). Banks should modify this template, as appropriate, to align with their charter, governing documents, internal policies, procedures, and the operational practices of their Trust and/or Wealth Management department. This document is not a substitute for official legal documentation.
Rule: Office of the Comptroller of the Currency (OCC) 12 CFR 9.18 and 12 CFR 150.260, Federal Deposit Insurance Corporation (FDIC) Trust Examination Manual, Section 1 – Management; FDIC Trust Examination Manua, Section 7 – Pooled Investment Vehicles; FDIC Trust Examination Manual, Appendix G – Collective Investment Fund Law, Regulations and Opinions; OCC Handbook Collective Investment Funds, OCC Recordkeeping 12 CFR 9.8 and 12 CFR 150.420. State laws may apply.
Toolkit: Trust
Keywords: Trust Account, Trust and Wealth Management Account Administration, Trust Committee Revaluation of Collective Investment Fund (CIF) Meeting Minutes, Trust Committee Minutes, CIF, Trust Committee Revaluation of Collective Investment Fund Meeting Minutes Sample
7/24/2026 – Moderate content and formatting revisions made to improve clarity.
To view our Trust and Wealth Management training, click here.
Please note that this tool is part of Compliance Hub’s Trust Add-On, which includes trust and wealth management resources and webinars. If your bank has already obtained this add-on, you will have access to these resources. If you would like to learn more, please reach out to our Membership Services team.
Members Can Download This Tool
Login to Download
Not Yet a Member?
Our members enjoy:
On-demand regulatory guidance hotline – by chat, phone and email – available from anywhere, on any device – 7 am - 6 pm, M-F, Central time
Research time saved daily & weekly across forms, checklists, and trainings — for every regulation
Hours of form-building and branding of bank documents saved; in some cases, even the budget of additional staff
A sounding board for support and reassessment when institutional goals or the regulatory environment changes
Access to attorneys and compliance specialists for risk modelling and decision-making in advance of large business decisions
The knowledge that C/A was created and owned by 30 State Bankers Association to provide bank compliance services to their membership organizations
Find out how a personalized team of attorneys and compliance professionals helps build targeted compliance strategies throughout your institution when you take our Live Membership Demo.