Dominion EU Retirement US Qualified Plan
- Fund Information and Directors
| Fund AUM and Sold ($M) |
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| Fund Details |
| Director | Dominion Fiduciary Services Malta Limited Trustee |
| Custodian | BOC Bank, City National Bank, First Citizens Bank, First Horizon Advisors Inc, First-Citizens Bank & Trust Company, Stifel Nicolaus & Company Incorporated, Morningstar Wealth Platform, Citco Securities Inc, McClain Pension Fund LLC, TD Ameritrade Clearing Inc, Community Bankers Securities LLC, Royal Bank of Scotland, JP Morgan Securities LLC, Fidelity Investments, Nedbank Private Wealth Limited, Goldman Sachs & Co LLC, AKH Global LLC, Merrill Lynch Pierce Fenner & Smith Incorporated, Stifel Holding, Coinbase Securities Inc, Nedbank Private Wealth, Utmost Wealth Solutions, Banner Bank Investment Services, LGT Wealth Management Jersey Limited, Truist Bank, Bank of America, UBS Financial Services Inc, UBS Switzerland AG, Royal Bank of Canada Channel Islands Limited, Interactive Brokers LLC, Canaccord Genuity Wealth Management USA Inc, Bessemer Trust, Fidelity Brokerage Services LLC, Bank of New York Mellon Limited, Royal Bank of Canada CI Limited, Royal London 360, Transact USA Limited, Bank of China, Charles Schwab & Co Inc, Wells Fargo Securities LLC, Bank of America Corporation, RBC Cayman, Novo Platform Inc, Royal Bank of Canada Trust Company Cayman |
| Auditor | Grant Thornton, Grant Thornton LLP, PricewaterhouseCoopers LLP, KPMG Malta |
| Marketer | |
| Broker | Morgan Stanley, Tastytrade Inc, Integral Wealth Securities LLC, Newedge Wealth, CWA Asset Management Group LLC, Kraken Crypto, Goldman Sachs & Co LLC, Merrill Lynch Pierce Fenner & Smith Incorporated, Ion Pacific Investment Management Limited, Coinbase Securities Inc, Nedbank Private Wealth, Kraken Securities, London & Capital AM Limited, Vestra US Wealth Management Limited, Utmost Wealth Solutions, Nowinta Investment Group SL, Cannacord Genuity Wealth Management, Junto Wealth LLC, UBS Financial Services Inc, CWS CPA LLP, Bessemer Trust, Almanack Investment Partners, Ameritas Investment Company LLC, Fidelity Brokerage Services LLC, Ameriprise Financial Services LLC, Edward Jones |
| Jurisdiction | |
| Form D Offering |
| Investors | 57 |
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