Trust Examiner School eBook

Provide Account Commentary (continued) Review Questions: Provide account commentary. E x c l u d i n g t h e r e a l e s t a t e a n d p r o m i s s o r y n o t e , t h e a s s e t a l l o c a t i o n i s c o n s i s t e n t w i t h t h e a c c o u n t ' s i n v e s t m e n t o b j e c t i v e . T h e m a r k e t a b l e s e c u r i t i e s a r e o n t h e a p p r o v e d l i s t , a n d t h e p e r f o r m a n c e i s c o n s i s t e n t w i t h t h e a c c o u n t ' s b e n c h m a r k . C u r r e n t l y , n e t i n c o m e i s d i s t r i b u t e d a t y e a r e n d a n d $ 2 , 0 0 0 i s d i s t r i b u t e d e a c h m o n t h . A d d i t i o n a l p e r i o d i c d i s t r i b u t i o n s a r e a l s o m a d e .

July 20, 2021

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Has commentary been completed for review? Y e s Assets: N o n e

Rule: Specialty Assets Message: Real Estate - Ag/Farm Rental[RE xxx]Date Generated: 8/2/2016 Assignee: Alert Group: Alert Group 1 New Exceptions: 0 Predefined Comments: N o n e Comments: N o n e

Real Estate - Ag/Farm Rental

Alerts (continued)

Account xxxxx