Custodial_Services

ServiceIDOrganizationAccountTypeAssetsUnderManagementFeePercentage
1ABC GroupMutual Fund800000.00.99
2XYZ CompanyETF600000.00.75
3MNO CorporationStocks500000.00.85
4PQR HoldingsBonds400000.00.7
5LMN InstitutionsReal Estate300000.00.8

Trust_Administrations

AdministrationIDOrganizationTypeOfTrustNumberOfClientsTotalAssetsAdministered
1ABC GroupRevocable Living Trust1001500000.0
2XYZ CompanyIrrevocable Trust801000000.0
3MNO CorporationTestamentary Trust70800000.0
4PQR HoldingsCharitable Remainder Unitrust60700000.0
5LMN InstitutionsDynasty Trust50400000.0

CustomerAccounts

AccountNumberFirstNameLastNameDateOfBirthEmailAddressPhoneNumberAddressLine1AddressLine2CityStateZipCodeBalance
1JohnDoe1975-01-15john.doe@example.com+1 2345678901123 Main St.New YorkNY100011000.0
2JaneSmith1980-02-20jane.smith@example.com+1 3456789012456 Elm St.Los AngelesCA90001500.0
3AliceJohnson1990-03-25alice.johnson@example.com+1 4567890134789 Oak St.ChicagoIL60601300.0
4BobWilliams1985-04-05bob.williams@example.com+1 5678901456123 Maple Ave.HoustonTX77001700.0
5CarolBrown1995-05-10carol.brown@example.com+1 6789015678456 Pine St.PhiladelphiaPA19101900.0

Loans

LoanIDCustomerIDLoanAmountInterestRateTermInMonthsStatus
1115000.03.536Approved
2210000.04.024Pending
337500.03.030Denied
445000.03.524Approved
5512000.03.7536Processing