NGTS End of the Year Processing Timeline

Published on December 18, 2013


Attention Clients:

The end of the year marks an extremely busy time for most, and that certainly applies here at Next Generation Trust Services. While we understand the need for you to evaluate your individual financial circumstances and we value your need to make year-end investments, NGTS requests your cooperation with our end of the year processing timeline.

The document submission deadline for investment purposes will be Monday December 23rd, 2013.  This deadline is based on our increased volume of transactions, the ability to provide our thorough compliance review, and to provide ample time for follow-up should anything else be required.  Please note that depending on when your documents are received, rush fees may apply in order to process the transaction.  Clients are urged to discuss their transaction with a Next Generation Account Representative as soon as possible.

The deadline for required minimum distributions (RMD) will be 11:30am on Tuesday, December 31, 2013.

We appreciate your diligent coordination with these matters.

If you have any questions or concerns, please do not hesitate to contact our office.

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