Estate & Gift Planning âº Gift Plans âº Deferred Charitable Gift Annuity Deferred Charitable Gift Annuity A deferred charitable gift annuity is a contract between Wharton and a donor providing for the payment of a fixed income to one or two annuitants, payments to begin at a future date chosen by the donor.
(a) Securities account means an account to which a financial asset is or may be credited in accordance with an agreement under which the person maintaining the account undertakes to treat the person for whom the account is maintained as entitled to exercise the rights that comprise the financial asset.
Personal Banker Job Description Personal bankers are sometimes referred to as securities, commodities, and financial services sales agents. They are responsible for performing banking duties and overseeing the financial activities for personal accounts. Personal bankers need to be comfortable with marketing techniques, such as cold-calling, to help build a customer-base.