WEALTH MANAGEMENT GLOSSARY

Tangible Personal Property

Tax-Deferred Investments

Testamentary Trust

Testate

Throwback Rule

Title

Totten Trust

Trade Date

Tranches

Trust

Trust Agreement

Trust Fund

Trust Inter Vivos

Trustee

The date an order for a trade is executed. Generally speaking, this is the date that the transfer of ownership takes place. Physical possession of the purchased asset (or its electronic equivalent) will not occur until Settlement Date.