FINS BIAN Fiduciary Agreement Process API
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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.