UAP Consulting

Process Remediation

UAP Consulting helps our clients thoughtfully consider whether or not to offer unique asset services.  If you decide to be in this business, we can help you achieve “best in class” status by:

  • updating your Policies and Procedures Manual,
  • suggesting changes to your trust accounting system to automate as far as possible recurring unique asset activities,
  • creating customized pre- and post-account acceptance checklists for each unique asset type,
  • suggesting changes to your governance structure and management mechanisms with respect to unique assets.

Alternative Investments, Private Placements, Closely-Held Company Stock, Unique Assets

For 25 years, institutions and individuals have relied on Spardata.

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