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Custody and Safekeeping
Custody and Safekeeping Services
Your investments have people
Our experts offer peace of mind by keeping your investments safe, executing investment trades per your instructions, and keeping detailed transaction statements for your reference.
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Bond Administration
Bond Administration Services
Let us serve as a partner in your plans
When it comes to administering bonds, we’re able to wear several hats. Union Bank will serve as your trustee, paying agent, registrar, and master trustee while administering your debt.
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Escrow Services
Escrow Services
A first-rate third party for your transactions
We can handle your private subscription offerings, existing debt issue refundings, capital raises, business mergers, and more.
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Disclosure Dissemination
Disclosure Dissemination Assistance
Helping you get the word out
We make it easy to distribute vital disclosure information to the public, maintain accurate records, and carefully follow SEC guidelines.
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Endowments and Foundations
Endowments and Foundation Administration
Navigate donations with ease
We can administer endowed funds, donor-restricted assets, and charitable trusts in accordance with governing documents.
Professionalism and expertise come standard
We will work hard to maintain positive working relationships with your professional partners, including bond counsel, financial advisors, underwriters, auditors, and calculation agents. Our trust services include:
- Administration of trust funds
- Investor payment processing, fund disbursement, and record maintenance
- Tax reporting information prep
- Collateral maintenance and verification of compliance with document covenants
- Investment of trust funds as directed
How a MEWA could bolster your benefits
A multiple employer welfare arrangement, or MEWA, is formed by two or more employers pooling their resources together in order to provide their employees with group health and other insurance options outside of government health insurance exchanges. These arrangements could be especially appealing and beneficial for small businesses, who share the collective risk and have a voice in the structure of the plan. Click through to learn more about what a MEWA can do for you.
Treasury Management Services
Reduce costs, gain efficiencies, and improve cash flow by depositing your checks straight from your business.
A powerful way to collect payments, pay employees and vendors, and move your money between institutions.
Simplify your accounts payable by paying everything online from the same place.
Stop problems before they start with Positive Pay, which helps you prevent daily check fraud and errors with ease.
Easily manage your business spending with our Visa® credit and purchasing cards.
Accepting payments from your customers is easy with merchant card services from UBT.
Improve cash management by automatically sweeping funds to take advantage of higher interest rates.
We’ll collect and process your customer payments for you, quickly and efficiently.
Get help from an expert
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