Custody and safekeeping
We’ll safekeep investments, execute investment trades per your instructions, and keep detailed transaction statements.
Bond administration
While administering your debt, Union Bank will serve as your trustee, paying agent, registrar, and master trustee.
Escrow services
Let us handle your private subscription offerings, existing debt issue refundings, capital raises, business mergers, and more.
Disclosure dissemination
We’ll help you distribute vital disclosure information to the public, maintain accurate records, and carefully follow SEC guidelines.
Corporate Trust Services from UBT
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
Multiple Employer Welfare Arrangements
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-a. (Sorry, we couldn’t resist!)
Treasury Management Services
Desktop Teller
Reduce costs, gain efficiencies, and improve cash flow by depositing your checks straight from your business.
Electronic payments
A powerful way to collect payments, pay employees and vendors, and move your money between institutions.
Business BillPay
Simplify your accounts payable by paying everything online from the same place.
Fraud management
Stop problems before they start with Positive Pay, which helps you prevent daily check fraud and errors with ease.
Credit and purchasing cards
Easily manage your business spending with our Visa® credit and purchasing cards.
Merchant card services
Accepting payments from your customers is easy with merchant card services from UBT.
Sweep services
Improve cash management by automatically sweeping funds to take advantage of higher interest rates.
Lockbox services
We’ll collect and process your customer payments for you, quickly and efficiently.
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