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ANNUAL CUSTODIAN ADMIN FEE OPT IN/OPT OUT REQUEST FORM Corporate CapitalCapital Trust Please Print or Type Use this form to opt in to automatic charge of the Annual Custodian Admin Fee or opt out
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If required, make the necessary payment for the custodian admin fee through the specified payment method.
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Who needs annual custodian admin fee?

01
Annual custodian admin fee is typically needed by individuals or businesses who utilize the services of a custodian for their assets.
02
This fee is relevant for those who have appointed a custodian to handle and safeguard their investments, securities, or other valuable assets.
03
It is commonly required by individuals with investment portfolios, retirement accounts, trusts, or any other form of managed assets.
04
Furthermore, businesses that rely on custodians to manage and administer their financial assets may also be subject to the annual custodian admin fee.
05
Ultimately, anyone who has engaged the services of a custodian and is under an agreement or contract requiring the payment of this fee would need to fulfill this obligation.
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The annual custodian admin fee is a fee charged by the custodian for managing and administering assets on behalf of the client.
All clients who have assets being managed by a custodian are required to pay the annual custodian admin fee.
The annual custodian admin fee can be filled out by contacting the custodian directly and following their instructions for payment and submission.
The purpose of the annual custodian admin fee is to cover the costs associated with managing and administering the client's assets.
The annual custodian admin fee typically includes details on the assets being managed, the amount of the fee, and any additional charges or fees.
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