Sheltered Harbor

For banks and credit unions, Participant fees are determined based on both Participant's total US banking assets and Participants total US deposit accounts to more accurately reflect bank size. Below describes current fees applying at each level of Participants assets and accounts. If your operations include brokerage and/or asset management accoun... ts, please check those fee schedules as well, because you will pay a single fee based on the larger of the banking or brokerage or asset management fee calculation. For securities firms, Participant fees are determined based on both client assets* and the number of clearing clients. The schedule below describes current fees applying at each level of Participants assets and accounts. If your operations include banking and/or asset management accounts, please check those fee schedules as well, because you will pay a single fee based on the larger of the banking or brokerage or asset management fee calculation. Participant fees or asset managers, transfer agents and recordkeepers are determined based on AUM or plan assets. The schedule below describes current fees applying at each level of Participant's AUM or plan assets. Annual Fee Schedule for Asset Managers, Transfer Agents, and Recordkeepers If your operations include banking and/or brokerage accounts, please check those fee schedules as well, because you will pay a single fee based on the larger of the banking or brokerage or asset management fee calculation. Sheltered Harbor standards, best practices, and other materials are developed by collaborative working groups, composed of subject matter experts, mainly from Sheltered Harbor participant institutions and partners. The working groups are highly active, meet often, and produce concrete deliverables. Therefore, joining is a real commitment. In return, members get to shape the development of the standard, build their own skills and expertise in various aspects of cyber resilience, and grow their professional networks through substantive work with peers around ...Read More