FINS BIAN Fiduciary Agreement Process API

Examples 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

Key Features

• Fiduciary agreement definition
• Fiduciary agreement execution
• Fiduciary agreement fee processing
• Fiduciary agreement assessment and reporting

Customers can use this integration template to accelerate implementation.