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| Custody Services |
United Western Trust Company provides custody services for clients who want to retain investment discretion and supervision. We assist you with administrative and bookkeeping responsibilities. Working with other professionals, we will simplify safekeeping, receipts, disbursements, and recordkeeping.
As custodian, we provide:
Asset Services
- Safekeeping
- Income Collection
- Cash Management
- Security Transactions Settlement
- Collection of proceeds at maturity
Communication
- Periodic consultations regarding your goals and needs
Distribution of Income or Principal
- Periodic distributions according to your instructions or by account agreement
- Reinvestment or accumulation of income in your account as directed
Regular Accounting Statements
- Monthly, quarterly, semi-annual or annual accounting reports or statements.
- Listing of assets by category, including description, current market value, cost basis and estimated annual income
- Chronological summary of receipts and disbursements, including security purchases or sales, income collection and expenses paid
Tax Reports
- Appropriate information furnished for preparation of tax filings
For more information about our services, contact our Sales group
at UWTServices@uwbank.com or call 877-892-2680.
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