Wealth Management Policy

Updated 09/15/2020

Banking organization asset and wealth management activities include traditional trust services such as investment management, investment advisory, personal trust, corporate trust, transfer agent services and certain employee benefit account services. The administration of wealth management services is a significant line of business for most banks. This Policy breaks down best practices and general requirements for a bank’s Wealth management Program. It is designed to be tailored for the Bank’s trust activities and products and services.

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