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Wealth Management Glossary

Alphabetical Listing
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K X
C
C Corporation
Call Option
Call Provision
Capital Gain Or Loss (Also Realized Gains/Losses)
Certificate Of Deposit
Current TermChinese Wall
Claim Against An Estate
Codicil
Collateralized Mortgage Obligation (CMO)
Commercial Paper
Common Stock
Common Trust Fund
Community Property
Complex Trust
Conservator
Contest Of A Will
Convertible Bond
Corporate Bonds
Cost Basis Or Tax Cost
Coupon Rate
Credit Shelter Trust
Current Yield (Or Yield To Market)
Custodian-To-Custodian Transfer (IRA)
Cyclical Stocks
Chinese Wall
A policy barrier between the trust department and the rest of the bank designed to stop the flow of information for the purpose of preventing use by the trust department of any material inside information, which may come into the possession of other bank departments, in making investment decisions.

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