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Investment Custody
At your direction, Union Bank & Trust Company can relieve you
of the day-to-day burden of safekeeping and administration by providing
custodial services to you. They not only safekeep your investments,
execute trades, maintain detailed transaction journals, tax ledgers
and account balance statements for bookkeeping and tax purposes, but
also:
- Make a daily sweep of idle cash into interest earning
accounts.
- Collect dividends, interest and coupons, and disburse
or reinvest the funds as you instruct.
- Collect matured and called bonds.
- Give you notification of capital changes such as
defaults, tender offers and stock splits.
Investment Management
Have you ever thought "it would sure be nice to have someone
else assume the responsibility for my investments?" Union Bank
& Trust Company, after conducting a full portfolio review of your
assets, will construct an asset allocation model appropriate to your
situation. An investment plan will be adopted and Union will closely
monitor your investments, meeting with you periodically to reassess
your changing needs.
As your investment manager, Union Bank &
Trust Company is capable of assuming full investment responsibility
and decision making, or in a non-discretionary account, you can retain
the authority for decision making and direct Union to carry out your
wishes.
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