Concentra Financial Services Association Company Services
Credit unions' business members can often use corporate trust products to assist them in achieving their business goals and objectives. Credit unions working with business members can help solidify the relationship by ensuring both the business and its professional advisors are aware of the credit union's ability to facilitate access to professional trustee services. Areas where corporate trust products and services can play an important role include:
Facilitating access to business capital
Expanding employee benefits
Safeguarding assets during business transactions
For credit unions and members requiring the services of a corporation that can act as a trustee, Concentra offers personal trust programs and products.
Unique credit union trust programs are specifically designed to assist credit unions to expand their product offerings, increase their assets and strengthen their member relationships. The array of trust services offered by Concentra ranges from products providing full administration services to information and advisory support services. All programs are structured in a manner that ensures the primary relationship with the member remains at the credit union.
Credit unions identifying members who may benefit from trust services are encouraged to direct those members to Concentra. A referral to Concentra ensures that members will have access to the professional trust services they require from within the co-operative financial services network.
Concentra can help credit unions fulfill their members' needs through:
Testamentary Trust Administration
Living Trust Administration
Discretionary Trust Administration
Personal Administration Accounts
First Nations Trusts
Concentra Financial Services Association Company Business Activity