Jaká data o tomto odvětví skutečně existují, kdo je obvykle drží, v jaké granularitě a jak se k nim lze dostat. veřejná znamená otevřeně publikovaná; ke koupi prodává dodavatel; partnerství vyžaduje dvoustrannou dohodu; exkluzivní jsou fakticky uzamčená u jedné strany.
Položky v tabulce jsou zpracovány v angličtině.
| Kategorie dat | Kdo je drží | Granularita | Přístup |
|---|---|---|---|
| pricing | Trust companies and their published fee schedules; probate courts' statutory executor/trustee fee scales; industry surveys by consultancies… | Per fee schedule tier / per basis-point band on assets under administration | veřejná |
| registry/licensing/permits | State banking departments and OCC (trust company charters), FCA/national regulators, probate and surrogate's courts (grants of probate… | Per licensed entity; per probate grant / estate case | veřejná |
| employment & workforce | National statistics offices (labour force and business surveys under NACE 64.32), trust company HR departments, recruiter salary surveys… | Annual headcount and wage aggregates by class/region; per-role salary benchmarks | veřejná |
| financial filings | FFIEC/FDIC call report schedules on fiduciary and related services (Schedule RC-T), OCC, listed trust companies' annual reports… | Quarterly or annual per institution; assets and income by fiduciary account type | veřejná |
| incident/safety/claims | Fiduciary liability and E&O insurers, courts hearing breach-of-trust and estate contest litigation, professional indemnity brokers | Per claim / per court case | ke koupi |
| customer demographics | Trust companies and wealth-management fiduciary units; probate registries (decedent age, estate value); tax authorities publishing estate… | Per settlor/beneficiary account internally; aggregated bands in published… | partnerství |
| quality & compliance testing | Regulators conducting fiduciary and AML examinations (OCC, state banking depts), internal audit and compliance functions, external auditors… | Per exam/audit cycle per institution; per sampled account | partnerství |
| transactional/sales | Trust companies, bank trust departments, escrow/title agents, corporate trustees and fiduciary accounting platforms (FIS, SEI, Innovest… | Per fiduciary account transaction (receipt, disbursement, distribution, fee… | exkluzivní |
Sestaveno výzkumným systémem TriData z veřejných rejstříků, struktury odvětví a regulatorních vykazovacích povinností; aktualizováno s růstem podkladového katalogu. Samotný kód si vyhledejte ve vyhledávači kódů NACE.
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