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F.N.B. Investment Advisors, Inc. Form CRS Client Relationship Summary 1. INTRODUCTION F.N.B. Investment Advisors, Inc. (FNBIA, we, our) is a registered investment adviser with the U.S. Securities

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How to fill out trust and fiduciary solutions

01

Gather all necessary documentation such as identification, proof of address, etc.

02

Choose a trusted trustee or fiduciary agent to manage the trust or solution

03

Define the purpose of the trust or fiduciary solution and the beneficiaries involved

04

Agree on the terms and conditions of the trust or fiduciary solution

05

Ensure all legal requirements are met and documents are properly executed

Who needs trust and fiduciary solutions?

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High-net-worth individuals looking to protect their assets and manage their wealth

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Business owners seeking to establish a trust for succession planning or asset protection

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Families interested in setting up a trust for estate planning or providing for future generations

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What is trust and fiduciary solutions?

Trust and fiduciary solutions involve managing assets and dealing with financial matters on behalf of a beneficiary.

Who is required to file trust and fiduciary solutions?

Individuals or entities acting as trustees or fiduciaries are required to file trust and fiduciary solutions.

How to fill out trust and fiduciary solutions?

Trust and fiduciary solutions can be filled out by providing detailed information about the assets, income, and distributions related to the trust or fiduciary relationship.

What is the purpose of trust and fiduciary solutions?

The purpose of trust and fiduciary solutions is to report financial information related to the management of assets on behalf of a beneficiary.

What information must be reported on trust and fiduciary solutions?

Trust and fiduciary solutions must include details about the assets held in the trust, income generated, and distributions made to beneficiaries.

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