Private Label Trust Administration Services

• SDTC's private label trust administration services are available to investment management firms, brokerage firms, family offices, insurance companies, and banks. Investment management professionals may utilize their own broker dealers, if desired.

• The key components of the SDTC's private label trust administration services are as follows:

· Train financial institution's personnel to recognize and market trust prospects;

· Provide trust services marketing and informational materials, plus trust services and product support;

· Assist financial institution's personnel to sell SDTC's trust services;

· Consolidated statements with financial institution's logo, if desired;

· Leverage SDTC's experience with assisting outside investment and insurance professionals to garner additional investment assets and/or insurance through tax efficient South Dakota trust strategies;

· Internet access available to financial institution, their clients and/or the advisors (Advent and Centerpiece technology available);

· Flexible, individualized, service oriented trust administration.

• Adding trust services to a financial institution's product and services offering not only increases assets under management and/or insurance sales, but significantly increases the financial institution's ability to retain the client relationship for several years. A trust offering may also expand the financial institution's relationship with a family.

• By providing trust services and products to one's client's, a financial institution prevents their clients from going to their competitors for trust services.

• Financial institutions with exisitng trust departments may want to bifurcate their service offering by utilizing SDTC private label trust administration services for their dynasty trust and upscale trust offering.

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