Info For Institutions

Many bankers and brokers are unsure what "Sundry Assets" are. Those who know, tend to think of Sundry Assets at best as a nuisance — and at worst as a toxic waste to be avoided at all costs.

This booklet suggests Sundry Assets should be looked at in a different light. Sundry Assets are (generally speaking) ownership interests in small businesses, so they should be important to any bank or brokerage firm targeting small business owners.

In this booklet you will learn how institutions use Sundry Assets to:

• grow their asset management and custody fees;

Related Information

What Are Sundry Assets? Who Owns Sundry Assets? How SPARDATA Boosts Fee Income How SPARDATA Opens Doors To The Wealthy Common Objections Reputation Risk Issues ERISA Account Risks IRA Account Risks Call Report Risks 2 Simple Rules To Follow Price List Sundry Asset Compliance Manual Test Drive The Pricing Service

• cut their marketing expenses;
• slash their customer acquisition costs; and
• increase their cross-selling opportunities.

	1. How many sundry assets does your institution hold (approximately)? 10-99 100-999 1,000+ 2. What types of accounts are they held in? ERISA IRA Trust Other (Specify) 3. How are they being valued now (e.g cost, $1, book value)? 4. How did you hear about SPARDATA?  Contact Information First Name: Last Name: Company: Address: City: State: Zip: Company Website : Phone: Email: I have read, understand and agree to SPARDATA's privacy policy.