Scope of Audit Services
The Trust Audit includes the following areas:
Detailed workpapers are completed and left at the client site for use by Regulators and External Auditors.
Audit report of findings and recommendations issued within 30 days of completion.
Coastline Trust Company
Robert Gaumont / Chief Investment Officer
SerVus Consulting Group, Inc.
John Kluttz / President
Thomson Reuters ONESOURCE Trust Tax
Art Ridolfi / Executive Sales Manager
Choate, Hall & Stewart
Peter Quigley / Trust Operations Manager