Custody Service Report

Our promise is An Authentic Difference® for transparency. Each quarter, we publish a report of operation stability and performance for the benefit of every client. The Salem Trust Service Report Summary analyzes 5 behind-the-scenes functions essential to core custody services:

  • Client Statement Production
  • Trade Settlements
  • Income Posting
  • Cash Processing
  • Corporate Actions

Each month, based on data provided to our independent auditors and government regulators, and to the Salem Trust Company Board of Directors, the report objectively tracks results in comparison to goals for essential services. Our objective is to deliver better service to clients and their service partners by analyzing how performance can be improved.

Salem Trust Sample Service Report

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Salem Trust Company is regulated by the Florida Department of Financial Regulation, Department of Financial Institutions