Never underestimate the value of personal service.

Never underestimate the value of personal service.

Especially when it comes to corporate underwriting.

Especially when it comes to corporate underwriting.

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CORPORATE BANKING

Corporate Trust

You need an experienced Corporate Banking, Corporate Investment and Corporate Trust team on your side with us (UBO Plc).

From state and local governments, to healthcare and educational institutions, the UCT team has provided unsurpassed service to all types of organizations for decades.

Built on trust

For more than 115 years, our customers have trusted us to manage and protect their hard-earned money.

Gracious hospitality

As proud residents of the Gulf South, our commitment to caring and personal service is present in everything we do.

Personalized solutions

With dreams as varied as their financial situations, our customers rely on us to find the right way to manage their finances.

Services

Our corporate trust relationship managers provide expertise in corporate trust and agency services. When paired with our decentralized structure, you get an experienced and dedicated single point of contact backed by a deeply experienced team of experts ready to assist in a wide range of services including:

  • Registering, authentication and delivering securities at closing
  • Coordinating debt service payments
  • Processing interest and principal payments to bondholders
  • Providing comprehensive record keeping and reporting services
  • Processing program cash flows
  • Processing call notices and other corporate actions
  • Investing program assets as directed
  • Maintaining security interest in program collateral
  • Monitoring covenant compliance under financing documents
  • Online account access

Corporate Underwriting is offered through UBO Investment Services, Inc. UBO Investment Services Inc. is a registered broker/dealer, member FINRA/SIPC and a Registered Investment Adviser. UBO Investment Services, Inc. is a wholly owned subsidiary of UBO Plc.

Securities are:

NO BANK GUARANTEE NOT A DEPOSIT MAY LOSE VALUE NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY