| Organization Name:* |
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| Manager (Subscriber): |
| Name:* |
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| Title:* |
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| Address:* |
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| City:* |
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| State:* |
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| Zip:* |
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| Phone:* |
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| Fax: |
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| email address:* |
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When you are finished entering your information, click on the "submit" button below. You will then receive an email from the CEO introducing your Account Executive and providing you with a Welcome Packet.
Please review the Welcome Packet upon receipt. The Account Executive will be contacting you to discuss your Data Coordinator decision as well as discussing the process.
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| TRUSTCOMPARE History: |
| Most Recent Data Year Subscribed : |
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| First Time Subscriber |
| I was referred to TRUSTCOMPARE by: |
| Name: |
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| Organization: |
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Affinity Groups (check ALL that apply):*
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Robert H. Franke &
Associates Retainer Client
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ProxyTrust (first year client) |
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Ohio Bankers League Trust Association
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Integrated Trust and Brokerage Organization^
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Iowa Trust Association Member
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Pennsylvania Bankers Association
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Sungard Trust System Client
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Trust Company (Independent or Bank-Affiliated)
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^Integrated at a level where Trust Officers have licenses and representatives sell and service Trust accounts.
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| Subscription Information: |
When we receive your subscription information, you will receive an acknowledgement email with support and contact information.
Select your subscription level below:*
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| Core Trust Metrics $1,250 annual subscription rate |
| Advanced Business Metrics $2,500 annual subscription rate |
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By your submission of this subscription form, you give Pohl Consulting and Training, Inc. permission to use your subscriber data and/or ratios in compiling peer group composites and range information data to be use in the TRUSTCOMPARE performance reports. Pohl Consulting and Training, Inc. agrees not to disclose the contents of the subscriber data, data accumulation materials, or identity of ratios computed therefrom, except to the subscribing organization. Pohl Consulting and Training, Inc. will respect the confidential nature of your information and will keep it in confidence, protecting it to the same extent that we protect our own proprietary information. Pohl Consulting and Training, Inc. will, however, use subscriber data and/or ratios in peer group composites and range information. Composite information and unidentified ratios may and will be used by Pohl Consulting and training, Inc. Names of subscribing organizations may be shared with those in their peer group.
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By entering my initials in the following box, I signify my agreement with the terms stated above:*
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| * Required Field |
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