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Eastern Point Trust KENMARE & EASTERN POINT TRUST COMPANY
Company is a multi-state As the custodian, we oversee the disposition of all assets that are held in
non-depository, trust Kenmare Assignment Company accounts. We independently validate assets
company and custodian held in investment companies, mutual funds, and ETFs on a daily basis.
with over three decades FIDUCIARY EXPERTISE
of trust experience. We
administer over $2 billion Our staff is comprised of internationally recognized fiduciary and trust
of Benefits Under experts that Federal and State courts regularly rely upon related to expert
testimony, trust construction, administration, and fiduciary matters. As a
Administration. EPTC recognized international leader in the trust industry, EPTC was the only U.S.
and related subsidiaries firm selected by the government of Japan to assist in creating a revised
are licensed in multiple Japanese Trust code.
states to provide trust, GOVERNMENT REGULATED
and trust-related,
Eastern Point provides the safety and security that comes from
services; as well as utilizing a licensed and regulated institutional trust company. Unlike providers
securities operations who operate under no ongoing government agency supervision or audit, EPTC
being subject to FINRA provides the peace of mind that only comes from having a regulated trust
and SEC supervision company as the fiduciary.
audit and regulation. FINANCIAL INTEGRITY
For 30 years, our Eastern Point provides support to trusts of all sizes and maintains
commitment to our standing money market and investment facilities with some of the largest and
most respected sub-custodians, banks, and financial institution networks in
company values have the country with the ability to accommodate QSFs up to $10 billion. In addition
helped create an to regulated net capital requirements and a clean balance sheet with no
environment that puts liabilities, EPTC maintains per event, per client primary, and umbrella
client success first – coverages for liability, theft or missing funds, E&O and cybercrime protection.
SPIC and the FDIC also insure accounts, as the case may be. As a non-
which is a reason why depository trust company, all client assets are in segregated custody client
our institutional and asset accounts, and thus client assets are not at risk should EPTC cease
retail client relationships operations. Further, client assets are protected by statute from claims of EPTC
creditors.
continue to grow.
Eastern Point Trust has COMPLIANT AND RISK AVERSE
become the fastest With our independent internal and external compliance audit
growing trust company processes, we provide an unmatched level of compliance and risk avoidance
in the United States ensuring adherence to all applicable court, state and federal requirements as
through the well as asset safekeeping. Eastern Point is one of the only financial service
firms in the country to have a perfect compliance record since its historical
administration of trusts inception in 1986. Eastern Point’s securities trading and holding activities are
related to some of the audited and regulated subject to the Financial Industry Regulatory Authority
most recognized cases in (FINRA), the Securities and Exchange Commission (SEC), and state security
regulators – which provides our clients with the assurance of continual
recent history. oversight that most other trustees do not offer.
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