Custodial Services

Our Custodial & specialists Services

At CJM Trust KB, our custodial and trust specialists have a clear set of priorities that guide our actions and ensure we provide the highest level of service to our clients. These priorities include:

  1. Security: Safeguarding your assets is our top priority. We employ rigorous security measures and maintain strict compliance with regulatory requirements to ensure your assets are protected at all times.
  2. Compliance: We adhere to all relevant laws and regulations, including the anti-money laundering and terrorist financing act, to guarantee transparency and compliance in all our operations.
  3. Exceptional Trust Management Services: Our experienced team of professionals offers a comprehensive suite of trust management services tailored to your specific needs. We manage your assets with the utmost care and attention to detail, ensuring your financial goals are met.
  4. Client Satisfaction: We measure our success not only in numbers but also in the peace of mind and satisfaction of our clients. We strive to build long-lasting relationships with our clients by providing personalized service and addressing their unique needs.

By focusing on these priorities, CJM Trust KB ensures that our clients receive the highest level of service and protection for their assets.

Custodial Services Benefits

Security

When choosing a trust to act as your custodian, it’s essential to prioritize the safety and security of your assets. At CJM Trust KB, we adhere to strict protocols for custody and client fund protection, ensuring that your securities are stored in a safe, secure, and isolated area. We never lend or rehypothecate shares, providing an additional layer of protection for your investments. By choosing CJM Trust KB, you can be confident that your assets are in the best possible hands.

Transparency

At CJM Trust KB, we understand the importance of providing our clients with a clear, comprehensive view of their holdings and their valuation. To achieve this, we continuously invest in advanced technologies and tools to efficiently collect, aggregate, analyze, and report your data in a secure and effective manner. By doing so, we ensure that you have a unified view of all transactions related to your assets, allowing you to make informed decisions and stay up-to-date with your financial portfolio.

Partnerships

At CJM Trust KB, we understand the importance of simplifying the complexities of custody administration for our clients. To achieve this, we focus on streamlining various aspects, including reporting income, gains/losses, corporate actions, voting on proxies, executing foreign trades, and monitoring cash flow. By doing so, we aim to provide our clients with a seamless and efficient experience when it comes to managing their assets, ensuring they can make informed decisions and stay on top of their financial goals.

Scroll to Top