Comparing Trust Operations Outsourcing Service Providers

• When references are provided, are you offered a selected sampling or the entire client list?

• Is this a public company that can show you their financials for the last three years?

• Does the company have SAS70 reports issued annually?

• Is the company subject to regulatory oversight?

• How long have they provided Trust Operations Outsourcing?

• Is Trust Operations Outsourcing their only business?

• Does this company have Fiduciary Powers?
  (This can have an impact on services provided and work performed by your firm)
  

• Do they have adequate Insurance coverage?

• How experienced is the staff and management team with this type of work?

• What has been their growth pattern in this business line for the last 5 years?

• Do they attach performance standards/expectations to their contracts?

For answers to these and other questions, please contact us.