Trust and Estates Management and Regulation

Trust and Estates Management and Regulation

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Description

Trust Management Operations, Controls and Auditing Asset Management Securities Transactions, Processing and Administration Compliance Account Administration - Personal and Charitable Accounts Compliance/Account Administration Employee Benefit Accounts Account Administration Corporate Trust Accounts Conflicts Of Interest Self-Dealing and Contingent Liabilities Collective investment funds law, regulations and opinions Glossary This manual is a supplement for CTEP Chartered Trust and Estate Planners and CWM Certified Wealth Managers
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Product details

  • Electronic book text
  • Morrisville, NC, United States
  • 1257671456
  • 9781257671458