Trust Examiner School eBook

- Provide comments regarding conflicts of interest.

Administration - Is there evidence of self-dealing -bank employee receiving personal benefit- in the account? No

(Date/Time/UserID 12/28/2020 11:46:59 AM xxx)

- Provide comments regarding self-dealing.

Administration - Is written documentation on file for distributions made since last review? Yes

(Date/Time/UserID 12/28/2020 11:47:00 AM xxxx)

Communication - Are the appropriate parties receiving statements in accordance with bank policy? Yes

(Date/Time/UserID 12/28/2020 11:47:00 AM xxx)

Communication - Are there problems/concerns with the account? No

(Date/Time/UserID 12/28/2020 11:46:59 AM xxx)

- Provide comments regarding problems/concerns with the account.

Communication - Have alerts been established for reminders of client's expectations of contacts/meetings? Yes

(Date/Time/UserID 12/28/2020 11:47:00 AM xxx)

Communication - Have there been adequate personal contact and written communications with appropriate parties? Yes

(Date/Time/UserID 12/28/2020 11:46:59 AM xxx)

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