API Console
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