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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

Agency An account in which the title to the property constituting the agency does not pass to the trust institution but remains in the name of the owner of the property. The owner, in this case, is known as the principal. The individual or institution performing services with respect to the property is known as the agent.

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