FINANCIAL_SERVICESONGOING

Trustees Review Bank Wealth Management Fees

The Lincoln Trustees of Trust Funds reviewed Bank of New Hampshire's wealth management fees for capital reserve and trust fund investments. The bank charges percentages of market value plus monthly sub-accounting and annual MS-9/MS-10 filing fees, which the Trustees found satisfactory.

Document date · July 16, 2026

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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
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract amount
0.38% of market value monthly for capital reserve fund investments; 0.80% of market value for trust fund investments; $100 monthly sub-accounting fee; one-time annual $100 fee for filing MS-9 and MS-10 forms
Contract type
FINANCIAL_SERVICES
Contract term
Ongoing; fees charged monthly, with an annual filing fee
Document type
Minutes
Source document
Town of Lincoln Minutes Trustees of Trust Funds 2026-07-16

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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 Lincoln?

Bank of New Hampshire was awarded this financial services contract by Town of Lincoln, as recorded on July 16, 2026. The contract value is 0.38% of market value monthly for capital reserve fund investments; 0.80% of market value for trust fund investments; $100 monthly sub-accounting fee; one-time annual $100 fee for filing MS-9 and MS-10 forms.

How much is the Bank of New Hampshire contract with Town of Lincoln worth?

The Bank of New Hampshire contract with Town of Lincoln is valued at 0.38% of market value monthly for capital reserve fund investments; 0.80% of market value for trust fund investments; $100 monthly sub-accounting fee; one-time annual $100 fee for filing MS-9 and MS-10 forms, covering financial services work.

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 Lincoln Minutes Trustees of Trust Funds 2026-07-16 (Minutes), dated July 16, 2026 from Town of Lincoln. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bank of New Hampshire hold?

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