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However, if your question is related to how your investment is reflected in your Pacific Premier Trust account, you can call our Client Service Team at 800.962. 4238 or email clients@pacificpremiertrust.com.
Is Pacific Premier Trust ACAT eligible?
Note: Pacific Premier Trust will automatically default to ACATS (Automated Customer Account Transfer Service) if no contact information and contact fax number is provided. If the firm is not ACATS eligible, Pacific Premier Trust will attempt to fax documents.
What is Pacific Trust?
We are a private, independently owned and operated trust company servicing a select group of clients. Pacific Trust Company offers Trust Administration, Personal Accounting Services, Next Generation Coaching, Estate Planning Consulting, Entity Structure Planning, and Tax Planning. Website
What happened to PENSCO Trust Company?
Pacific Premier Bank will operate PENSCOs custodial business as a trust department within Pacific Premier Bank. As of March 31, 2020, PENSCO had approximately $14 billion of custodial assets and approximately 45,000 client accounts.
Who is Pacific Premier Bank owned by?
Pacific Premier Bancorp, Inc. (Nasdaq: PPBI) is the parent company of Pacific Premier Bank, a California-based commercial bank focused on serving small, middle-market, and corporate businesses throughout the Western US in major metropolitan markets in California, Washington, Oregon, Arizona, and Nevada.
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PENSCO Trust Company, a subsidiary of Opus Bank (NASDAQ: OPB), has been helping investors use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets since 1989.
Is Pensco the same as Pacific Premier Trust?
In 2020, Pacific Premier Bank acquired Opus Bank and its wholly-owned subsidiary, PENSCO Trust Company, now Pacific Premier Trust.
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Investment Companies and Funds
Forms for cash withdrawal, rollovers, transfers, income options. Income and payment methods (lifetime annuity, cash out, interest). Schedule individual
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