FINANCIAL_SERVICESPENDING

Trustees Plan Copeland Fund Move to Heritage Family Credit Union

Trustees of the Copeland Cemetery Fund plan to relocate funds to Heritage Family Credit Union for enhanced local advisory service, but will complete current business with Citizen's Securities Inc. first.

Document date · March 26, 2024

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Relocation to Heritage Family Credit Union is planned once all closing paperwork is completed with the current fund custodian.
Document type
Minutes
Source document
town-of-middletown-springs-copeland-cemetery-fund-meeting-minutes_c2b.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Middletown Springs?

Heritage Family Credit Union was awarded this financial services contract by Town of Middletown Springs, as recorded on March 26, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in town-of-middletown-springs-copeland-cemetery-fund-meeting-minutes_c2b.pdf (Minutes), dated March 26, 2024 from Town of Middletown Springs. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Heritage Family Credit Union hold?

Heritage Family Credit Union may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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