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CLIENT NOTICES
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We at Coral Gables Trust constantly seek
to increase the value our investment
advisors and trust and estate team
deliver to you. In that spirit, our firm
has chosen to expand our services and
intend to upgrade our custody and
statement processing platform to provide
you with the highest level of service.
We have conducted extensive research
over the past several months to identify
a premium custody and statement
processing platform. After careful
dialogue, planning and preparation, our
firm intends to upgrade our platform to
Schwab Performance Technology and
Charles Schwab & Co.*, Inc. as of August
1, 2010.
We will make this transition as seamless
as possible for you. Throughout the next
few weeks you will be receiving
additional information about these
exciting enhancements and other matters
of interest to you related to our
relationship with Charles Schwab.
We are delighted to be able to deliver
high quality investment management and
trust services to you. Should you have
any questions, please feel free to
contact us at 786.497.1212 between the
business hours of 9:00am to 5:00pm
Monday through Friday excluding
holidays. |
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