API Console
Executive Summary
This Service Domain support a range of trust management services offered to high value customers
Examples of Use
A trust fund is set up on behalf of a parent for their offspring. The parent sets aside cash/assets for the trust. The trust handles the cash/assets until the offspring reaches a certain age.
Role Definition
Provide trust services for high value customers, including asset maintenance, court administration, tax and expense handling, asset management and estate, inheritance and income tax processing
Related Business Scenarios
Core Business Object
Key Features
- Maintain and manage trust assets
- Handle court and legal matters for the trust
- Administer trust related taxation and fees
- Prepare estate, inheritance and income tax returns