API Console

Swagger | Microservice

Executive Summary

An agreement where the bank agrees to act on behalf of the customer in a financial matter and in accordance with the agreement terms

Examples of Use

Example of use:A customer established a fiduciary arrangement with the bank to manage an investment portfolio in accordance with agreed investment guidelines

Role Definition

Fulfillment of an arrangement (such as investment management of a trust fund) on behalf of a customer where the banks acts their trusted proxy and acts in compliance with the specific terms of the fiduciary arrangement

Related Business Scenarios

Core Business Object

Key Features

  • Fiduciary agreement definition
  • Fiduciary agreement execution
  • Fiduciary agreement fee processing
  • Fiduciary agreement assessment and reporting