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Trust Operations & Procedures

This manual is an abundant source of methods, guidelines and approaches to basic functions of trust departments. It addresses areas such as acceptance, administration and closing of accounts, investment supervision, collective investment funds, mineral and real estate properties and accounting, stocks and securities, data processing, accounting and trust records, insurance coverage, accounting controls, audit standards and record retention. In doing so, it takes into account recent legislative and regulatory developments. On CD in Microsoft Word format to enable company-specific tailoring.

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