| MEMBERS TRUST COMPANY Members Trust Company
76280437 05 Jul 2001 | on 28 Jul 2022
| TRUST SERVICES FOR OTHERS, NAMELY, PLANNING AND ARRANGING FOR CREDIT U... Class 036 Class 036 Insurance & Financial Services TRUST SERVICES FOR OTHERS, NAMELY, PLANNING AND ARRANGING FOR CREDIT UNION MEMBERS' WILLS, PROBATE AVOIDANCE, ESTATE TAX REDUCTION/ELIMINATION, GUARDIANSHIPS, ESCROW ACCOUNTS AND CUSTODIAL ACCOUNTS FOR SECURITIES, AND PERSONAL AGENCIES | | | ETF PORTFOLIO ADVANTAGE MEMBERS Trust Company
86324540 30 Jun 2014 | on 20 Jul 2022
| Advice relating to investments; Financial planning and investment advi... Class 036 Class 036 Insurance & Financial Services EXCHANGE TRADED FUNDS PORTFOLIO ADVANTAGE | | | ETF PORTFOLIO ADVANTAGE MEMBERS Trust Company, FSB
85951651 05 Jun 2013 | on 28 Apr 2014 | Trust and investment services for others, namely, planning and arrangi... Class 036 Class 036 Insurance & Financial Services Trust and investment services for others, namely, planning and arranging for financial institution members' and non-members' wills, probate avoidance, estate tax reduction/elimination, asset management, guardianships, escrow accounts and custodial accounts for securities, and personal agencies | | | SENIOR LENDING ADVANTAGE MEMBERS Trust Company, FSB
77945594 26 Feb 2010 | on 10 Jan 2011 | Trust and investment services for others, namely, planning and arrangi... Class 036 Class 036 Insurance & Financial Services Trust and investment services for others, namely, planning and arranging for financial institution members' and non-members' wills, probate avoidance, estate tax reduction/elimination, asset management, guardianships, escrow accounts and custodial accounts for securities, and personal agencies and, namely, for financial institution members' reverse mortgage origination, underwriting, servicing, and marketing of reverse mortgages | | | REVERSE EQUITY MORTGAGE...PAYMENT FREEDOM FOR SENIORS MEMBERS Trust Company, FSB
77330553 15 Nov 2007 | on 30 Sep 2008 | Trust Services for others, namely, planning and arranging for financia... Class 036 Class 036 Insurance & Financial Services Trust Services for others, namely, planning and arranging for financial institution members' wills, probate avoidance, estate tax reduction/elimination, guardianships, escrow accounts and custodial accounts for securities, and personal agencies and, namely, for financial institution members' reverse mortgage origination and servicing | |