WEALTH MANAGEMENT GLOSSARY

A Shares

ADRS

Abatement

Accrued Income

Accrued Interest

Active Trust

Administrative Provisions

Administrator

Administrator Cum Testamento Annexo (Also Known As Administrator CTA)

Administrator Cum Testamento Annexo De Bonis Non (Also Known As Administrator CTA)

Administrator With The Will Annexed

Agency

American Depository Receipts

Amortization

Annual Gift Tax Exclusion

Annuity

Apportionment

Appraisal

Asset

Attorney In Fact

Authenticated Copy

An administrator or a trust institution appointed by a court to settle the estate of a deceased person in accordance with the terms of his will when no executor has been named in the will or when the one named has failed to qualify.