1. FiPar, LLC Private Label Trust Services

2. Purpose of This Presentation
To provide your organization with an introduction to FiPar’s Private Label Trust Services.
To describe the benefits that your organization can achieve through the incorporation of a “branded” private label trust program.
To identify and describe the trust services that your organization may wish to incorporate into its private label trust program.
To identify and define the functional considerations that would be part of your organization’s program.

3. What is Private Label Trust
FiPar’s Private Label Trust Services represents a complete turnkey outsourcing solution that would enable your organization’s representatives to provide traditional trust and investment services without the:
Required burdensome regulatory and organizational infrastructure;
Financial risks associated with the breach of fiduciary responsibilities and duties;

4. What is Private Label Trust (Continued)
Capitalization expenditure required to be set aside by regulatory authority;
Operating expenses of technology and personnel;
Broad-based fiduciary skill requirements commonly associated with “running” a trust organization

5. FiPar’s Private Label Trust Services
Through an alliance with National Advisors Trust, an OTS chartered trust company (Office of Thrift Supervision), FiPar Private Label Trust Services is able to offer its turnkey private label trust solution to financial services organizations.
Each financial services organization operates a “Trust Representative Office” in partnership with FiPar and National Advisors Trust

6. Your Organization’s Opportunity
By leveraging FiPar and National Advisors Trust resources, your organization can maintain focus on its core business while offering an array of broad-based trust services to your customers.
Your “Trust Representative Office” will be supported by a state-of-the-art accounting system and by a highly experienced and dedicated team of trust professionals.
The program will allow your organization and its representatives to receive a predictable, recurring revenue stream based on program’s fee-sharing arrangement.

7. Consistent with Your Organization’s Mission & Philosophy
FiPar’s Private Label Trust Services is designed to meet your organization’s financial integrity, passion, and creativity standards.
The program will allow your organization to offer outstanding trust services through a highly supportive “silent partner” relationship combined with unwavering integrity.
FiPar, like your organization, puts service at the forefront of our daily business

8. Your Organization’s Private Label Trust Program
FiPar, and its program partner – National Advisor Trust Company – is proposing to structure its Private Label Trust Services for your organization in a manner that will provide the maximum benefit to your organization; to its representatives; and to the your customers; and to deliver it in a manner that best suits the needs of each of your customers.

9. Your Organization’s “Branded” Program
Your organization will be able to offer the program as a “branded” new service (i.e. “Name of your Organization Trust Services”) and receive a portion of the trustee fee charged against each trust account that is incorporated as part of your organization’s Trust Representative Office.

10. Your Organization’s “Branded” Trust Representative Office
FiPar will structure and deliver its program to your organization in a manner that will allow your organization to “brand” the program with your corporate identity and to “customize” the program to include the trust services that best suit your specific market place and your customer’s needs.

11. Your Organization’s Program Overview
FiPar, in cooperation with your organization, will develop marketing materials for your organization’s Trust Service Program that clearly defines the opportunity that your organization’s representatives can experience by participating in your “Trust Representative Office” Program

12. Your Organization’s Program Overview
Your organization, with assistance from FiPar, will actively market the Your organization’s Trust Service Program” to your customers.
FiPar will never go around your organization – rather we want to assist you in expanding your market.

13. Your Organization’s “Branded” Trust Representative Office
FiPar, in cooperation with your organization, will develop marketing materials for your Trust Representative Office that will promote the trust services available to the your customers.
FiPar will train the your organization’s personnel on how to access account information on the trust accounting system and “relationship training” on how to effectively identify trust prospects and successfully market trust services.

14. Program Duties and Responsibilities
FiPar develops and supports your organization’s private label trust program
Training (for your organization’s personnel
Training conducted at your organization’s corporate headquarters
Marketing materials (branded with your organization’s logo)
National Advisors Trust Company provides fiduciary trust services to the Trust Representative Offices’ trust account beneficiaries
Account record keeping and “branded” statements
Fiduciary trust administration

15. Program Duties and Responsibilities
Your Organization: Actively markets your new private label trust program to your organization’s representatives.
Your representatives actively market your “branded” Trust Representative Office to their customers.

16. Program Duties and Responsibilities
Your Organization’s Personnel: Responsible for:
Forwarding trust agreement and most recent account statement for National Advisors Trust to accept the trust relationship
Upon Acceptance: Completing information on “Account Profile” form and sending it (or delivery via electronic format) to FiPar’s Help Desk.

17. Program Duties and Responsibilities
Your Organization’s Personnel: Responsible for:
Completing “Account Investment Questionnaire” and “Account Investment Objective Statement” with trust beneficiary
Responsible for “primary” account “focal point” relationship with trust account beneficiary
Forward all beneficiary requests for principal distribution approval to FiPar’s Help Desk.

18. Program Features
Allows your organization to offer a new “branded” service to its customers.
Allows your representatives to immediately offer trust services to their customers.

19. Program Features
Eliminates the regulatory capitalization requirement that would be required if your organization were to organize a trust department within its corporate structure.
No trust regulatory approval (a process that usually takes at least a year and involves a great deal of legal costs).

20. Program Features No Fiduciary Responsibilities and duties
Immediate and recurring fee income
Broad-based trust services product line that will be customized to best serve your corporate customer’s specific needs and marketplace.

21. Program Features
Enhances your organization’s competitive position in your marketplace.
Expand your organization’s relationship with its customers.
Access to specialized trust services and skills

22. Program Features Trust Administration: Personal Trusts
Charitable Trusts
Self-directed IRA
401K Plan Administration
Bill Payment

23. Program Features Account Record Keeping and Operations:
Complete outsource account transaction processing and record keeping
Customizable trust account statements printed with your corporate logo
Web based secured account access for both account holder and your organization’s personnel.
Statement generation and delivery to account holders performed by National Advisors Trust Company.

24. THANK YOU!!!
Mr. Dana Burnham Managing Member FiPar, LLC 8 Softwynd Drive Santa Fe, NM (505)