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Wealth Management Glossary

C Corporation Call Option Call Provision Capital Gain Or Loss (Also Realized Gains/Losses) Certificate Of Deposit Chinese 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

Common Trust Fund A fund maintained by a bank or trust company exclusively for the collective investment of money for trust customers.

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