Full "All-Inclusive" Trustee

• Many individuals desire one stop shopping when utilizing a corporate trustee. SDTC has both the expertise and technology to provide a full range of fiduciary services as "full" trustee. These services include: trust administration, custody, trust accounting, tax advisory and reporting, record keeping services, investment management and secure internet access. The "full" trustee approach is often cost effective and convenient. As "full" trustee, SDTC provides full time experts, a checks and balances system with the family and its advisors, objectivity, continuity, no conflicts of interest, as well as internal and external regulations.

• Typically, SDTC's "full all-inclusive" trustee service includes the following:

·Custody - Safekeeping of Assets

·Administration - Collection of income - Income remittances - Cash sweep - Recordkeeping - South Dakota Situs

·Tax Preparation and Reporting

·Quarterly Statements ( Monthly Statements available )

·Fiduciary Responsibility - Monitor trust for changes in the law - Review distributions in accordance with trust instrument - Furnish required regulatory reports to South Dakota State Banking Department - Oversee activities of account and portfolio managers through internal compliance structures

·Technology- Secure internet access for clients and their advisors

·Investment Management

• As "full all-inclusive" trustee, SDTC will select one or more investment managers/advisors to achieve a client's and the trust's objectives investing within the parameters of an Investment Policy Statement and the trust documents. SDTC utilizes nationally ranked, independent, professional money managers. Additionally, SDTC uses a multi-manager, multi-style approach providing clients with diverse opportunities within each asset class, depending upon the size of the account.

• SDTC will serve as full trustee for non-financial assets on a case-by-case basis.

If you have any questions or would like any additional information regarding SDTC's Trust Services, please contact us .