Quelles données existent réellement sur ce secteur, qui les détient généralement, à quelle granularité et comment les obtenir. public signifie publié ouvertement ; payant est vendu par un fournisseur ; partenariat exige un accord bilatéral ; exclusif est de fait verrouillé par un seul acteur.
Les entrées du tableau sont rédigées en anglais.
| Catégorie de données | Qui les détient | Granularité | Accès |
|---|---|---|---|
| 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 | public |
| 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 | public |
| 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 | public |
| 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 | public |
| 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 | payant |
| 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… | partenariat |
| 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 | partenariat |
| 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… | exclusif |
Compilé par le système de recherche TriData à partir des registres publics, de la structure du secteur et des obligations déclaratives réglementaires ; enrichi au fil de la croissance du catalogue sous-jacent. Cherchez le code lui-même dans la recherche de code NACE.
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