August 21, 2018 Time Saver & Helpful Hint eNewsletter

August 21, 2018 "Time Saver & Helpful Hint" eNewsletter

The future of stock and bond valuations for Trusts and Estates

Weekly News Update

Trusts & Estates article:

What Is Micro Estate Planning And Do You Need It?

You can access the complete article by clicking HERE .

The week ahead:

You can access the complete article by clicking HERE.

The week in review:

You can access the complete article by clicking HERE.

If you need immediate, no frills, stock and bond valuations for trusts and estates, or historical portfolio pricing, try appraise.web.

If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art " software as a service" solution, EMAIL us.

Time Saver / Helpful Hint

This week's topic is:

"What is a SEDOL number?"

The stock exchange daily official list (SEDOL) is a seven-character identification code assigned to securities that trade on the London Stock Exchange and various smaller exchanges in the United Kingdom. SEDOL codes are used for unit trusts, investment trusts, insurance-linked securities, and domestic and foreign stocks. SEDOL codes are comparable to CUSIP numbers

All SEDOL codes have seven characters, split into two parts: the first six characters are an alphanumeric code, and the seventh character is a trailing check digit. SEDOL codes that were issued before January 2004 were strictly composed of numeric characters. Since Jan. 26, 2004, SEDOL codes have been issued sequentially with both numbers and letters, starting with B000009. For each character position, numbers always go before letters, and vowels are never used. Therefore, SEDOL codes issued after January 2004 begin with a letter.

Last week's Time Saver / Helpful Hint topic was:

" How Does the ISIN Numbering System Work?"

You can access the eNewsletter by clicking HERE.

Your Opinion Counts

Once a year, we ask our subscribers to review this weekly eNewsletter. In the past few weeks, we have made a few changes. Please let us know what you think.

This month's question is...
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Complimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.

Our next topic:

"How National Estate Planning Awareness Week Can Build Your Practice & Your Community"

is scheduled for Wed, Sep 26 from 11:30a to 12:00p ET.

Here is a synopsis:

Find out what your colleagues are doing to participate in National Estate Planning Awareness Week how it can help your community, clients, and prospects while growing your business. Our keynote speaker will be Valentino Sabuco, Executive Director of The Financial Awareness Foundation. The Foundation recently released the "Improving Financial Awareness & Financial Literacy Movement Report" which you can access by clicking HERE.

Registration will open in September.

Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE or clicking HERE. These 20-30 minute webinars include industry related topics and APPRAISE how to videos.

Upcoming Events

Events we are coordinating (all times are ET):

- August 24: System Maintenance beginning at 5:00p

(all online services will be unavailable till Saturday)

- Aug 31: The office will close at 3:00p for the Labor Day Holiday.

Events we are attending (all times are ET):
- None scheduled till September, enjoy your summer!

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