Sentences with phrase «qualified custodian»

Unlike with equities where there are firms acting as qualified custodians, there aren't bona fide custodians out there for every single cryptocurrency.

All client assets are held by an independent qualified custodian such as Charles Schwab & Co., Inc. or TD Ameritrade, Inc..

Please note that for better convenience, security and in order to offer investors an excellent service, Peerform has secured a partnership with the industry's leading qualified custodian and as well as a backup servicer with a highly proven track - record.

The regulatory body wants to find out whether these funds are adhering to rules regarding holding assets with qualified custodians, usually banks or brokerages, as a way to prevent misappropriation.

Kingdom Trust, an independent qualified custodian, manages digital assets for their institutional clients for a variety of financial products.

The advantage clearly goes to the large technological companies that can scale electronic will capabilities with programmers and web designers, not to mention having the resources to serve as qualified custodians.

Investments: Your security investments will be maintained, held by an unaffiliated, qualified custodian (Wells Fargo Clearing Services LLC), such as a bank, broker / dealer, direct mutual fund, transfer agent or insurance companies.

The bill defines a qualified custodian of an electronic will as a person who meets all of the following requirements:

Furnishes for any court hearing involving an electronic will that is currently or was previously stored by the qualified custodian any information requested by the court pertaining to the qualified custodian's policies and procedures

A time - stamped recording of the entire video conference must be identifiable with the document being signed and stored in the electronic record containing the document by a qualified custodian in the manner required pursuant to s. 732.527 (1)(c) for the storage of electronic records containing electronic wills.

Malpractice carriers will certainly consider whether a firm is acting as a qualified custodian when quoting premium rates.

Wills and Trusts; Creating the «Florida Electronic Wills Act»; specifying requirements that must be satisfied in the execution of electronic wills; authorizing an electronic will of a nonresident of this state which is properly executed in this or another state to be offered for and admitted to probate in this state; specifying requirements for service as a qualified custodian, etc..

Further, a firm that wants to compete and offer electronic wills will have to consider whether it wants to be in the business of acting as a qualified custodian.

Kingdom Trust, an independent qualified custodian, manages digital assets for their institutional clients for a variety of financial products.

As an independent qualified custodian, Kingdom Trust enables registered investment advisors (RIAs) to manage the assets of high - net worth individuals — the 1 % in other words.