Surse de date: Activități de tipul administrării fiduciare, imobiliare și conturi ale agențiilor
Ce date există de fapt despre această industrie, cine le deține de regulă, la ce granularitate și cât de ușor se obțin. Publice înseamnă publicate deschis; de cumpărat sunt vândute de un furnizor; parteneriat cere un acord bilateral; exclusive sunt practic blocate la o singură parte.
Intrările din tabel sunt redactate în engleză.
| Categorie de date | Cine le deține | Granularitate | Acces |
|---|---|---|---|
| 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 | publice |
| 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 | publice |
| 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 | publice |
| 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 | publice |
| 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 | de cumpărat |
| 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… | parteneriat |
| 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 | parteneriat |
| 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… | exclusive |
Compilat de sistemul de cercetare TriData din registre publice, structura industriei și obligațiile de raportare reglementate; actualizat pe măsură ce catalogul de bază crește. Căutați codul propriu-zis în căutarea de coduri NACE.