Corporate Trust Services
Finance Your Enterprise's Growth


Providing the full range of Corporate Trust Services:

Bond Registrar
As your Bond Registrar, Cole Taylor will handle all record keeping and safekeeping responsibilities for your business, plus:

  • Maintain a record of the names and addresses of all bondholders
  • Record certificate numbers of the securities issued
  • Keep records of principal amounts outstanding
  • Process transfers and mail new certificates
  • Respond quickly and accurately to all bondholder inquiries
  • Provide you with rapid access to your records

Escrow Agent
Cole Taylor will
serve as third party safekeeper of escrow property and will release escrow proceeds as specified in an escrow agreement. Escrow arrangements are used effectively in:

  • Mergers, acquisitions and buyouts
  • Partnership buy-sell agreements
  • Stock offerings
  • Settlement of claims

Indenture Trustee
Our extensive services include the following:

  • Review of all draft documents quickly and efficiently
  • Work with underwriters and/or securities depositories to register, authenticate and deliver securities when the bond counsel and underwriters counsel have drafted the trust indenture
  • Take custody of the proceeds and invest them as directed, after the issue closes
  • Administer debt service receipts and payments
  • Provide up-to-date information on both debt security and status of the issuer to bondholders
  • Monitor compliance with the financial documents

Paying Agent
As your
Paying Agent, Cole Taylor will:

  • Remind the issuer of obligations due
  • Calculate and disburse principal and interest payments due to bondholders
  • Process and mail interest checks
  • Remit principal payments on presentation of called and matured securities
  • Keep accurate payment records
  • File timely tax reports as appropriate

Portfolio Review: Click here to access Trust Reporting Service


INVESTMENT AND/OR INSURANCE PRODUCTS RECOMMENDED BY
OR PURCHASED BY OR IN CONNECTION WITH A
COLE TAYLOR WEALTH MANAGEMENT PROGRAM:

• NOT A BANK DEPOSIT • NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE


  Contact a banker now for more information. Or call us at 312-960-5373.

Contact a banker now for more information. Or call us at 847-653-7978.


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