Account Acceptance and Termination
Course Number: ABA
Course Code: ABA
There is a risk in opening new fiduciary accounts. From review for acceptance (evaluating assets, key language and prior trustee activity) to review for termination, including procedures and best practices, this class will show you how to protect your institution while acting in a fiduciary capacity.
What You’ll Learn
After completing this course, students will be able to:
- Describe the account acceptance process
- Describe account termination considerations
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.