
Based on your business requirements, you may benefit from a Statutory Trust Account. The features on offer are determined by state legislation; however we can offer a fast and efficient method for putting the solution into place.
In response to your questions, Jacob has informed you that the Firm’s business objective is to establish low risk trust accounts, ideally with options for good returns. Based on this response, you engage Melita, a Transaction Banking Specialist.
A conversation takes place between Melita and Jacob to further assess his business needs.