Fidelity Personal Trust Services

Personal Trust Services

Date

Speaker Title

Not FDIC Insured May Lose Value No Bank Guarantee ? 2023 FMR LLC. All rights reserved.

Why Personal Trust Services?

Personal Trust is part of Fidelity's holistic planning value proposition, and is attractive to new and existing clients with the ability to maintain assets over multiple generations

? Deepening of client relationships ? Assistance with next generation and planning ? Consolidation of accounts across custodians ? Retention of assets ? Continuation on one platform

2 For investment professional use only.

521832.20.0

Personal Trust Services Overview

Spectrum of Personal Trust Services*

Administrative Trustee Service

Fidelity Personal Trust Company (FPTC) is appointed to be corporate trustee

Agent for Trustee Service

Trustee needs assistance with trust administration duties and appoints FPTC to act as agent

Trust Reporting Service

Investor/trustee needs principal and income and/or assets held away included on statements and online portals along with a net income payment feature

Trustee Match Program

Network of trust companies available to act as corporate trustee

Intermediaries retain investment management responsibilities and custody assets on Fidelity platform

* Please see the Disclosure slide for important information on these services.

3 For investment professional use only.

521832.20.0

Administrative Trustee Service Overview

Managing trust administration and client relationships can be challenging

Financial Representatives can focus on relationships...

...while Fidelity Personal Trust Company takes care of trust administration

End Customer

? Hires financial representative

? Selects Fidelity Personal Trust Company, as trustee

? Works with attorney to create trust

Financial Representative

? Maintains relationship contact for investment management services

? Provides investment management to trust*

Fidelity Personal Trust Company

? Assigns dedicated trust officer to oversee fiduciary responsibility of trust

? Provides administration as directed by trust agreement

? Prepares tax return

Fidelity Brokerage Services LLC/ National Financial Services LLC

? Provides integrated trust and brokerage platform

? Custody and investment products

With Fidelity as corporate trustee, you may have more time to build a better relationship with your client

* Following firm enrollment process.

4 For investment professional use only.

521832.20.0

Agent for Trustee Service Overview

Assists trustee with administration of the trust

Financial Representatives can manage assets...

...while Fidelity Personal Trust Company assists the trustee

Trustee

? Retains fiduciary responsibility

? Hires Financial Representative

? Hires Fidelity Personal Trust Company as an agent

Financial Representative

? Maintains primary relationship contact

? Provides investment management to trust

Fidelity Personal Trust Company

? Assigns dedicated trust officer to assist the trustee

? Facillitates trust administration at the instruction of trustee

? Offers bill payment services

Fidelity Brokerage Services LLC/ National Financial Services LLC

? Provides integrated trust and brokerage platform

? Custody and investment products

More time to manage trust assets for the trustee

5 For investment professional use only.

521832.20.0

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