Trustee Documented Trust definition

Trustee Documented Trust means a trust where the trustee of the trust is a Reporting Financial Institution and reports all information required to be reported with respect to all Reportable Accounts of the trust.

Examples of Trustee Documented Trust in a sentence

  • Trusts that are Investment Entities but are not in a position to take advantage of the Trustee Documented Trust, Sponsored Investment Entity or Owner Documented Financial Institution Deemed Compliant categories can use a third party service provider to meet their obligations under the Agreement.