The SEI Trust Company is a leading provider of collective investment trusts to the United States retirement market. We have been providing trustee services for collective investment trusts since 1989.
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Access trust, fund and investor documents, including the Declaration of Trust, Fact Sheets, Performance Reports, 408(b)(2) and 404(a)(5) Disclosures, Form 5500 Schedule C Disclosures and other important documents.
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Legal Note
Disclaimer: SEI Trust Company (“STC”) is a non-depository trust company chartered under the laws of the Commonwealth of Pennsylvania, which provides trustee, custodial, operational and administrative services to various collective investment trusts. STC was formed in June 1989, is a wholly-owned subsidiary of SEI Investments Company and is regulated and examined by the Pennsylvania Department of Banking and Securities. The Trustee shall offer interests in each Trust only to parties who are eligible investors in a collective investment trust pursuant to applicable law, including, but not limited to, the applicable provisions of the Securities Act of 1933, the Investment Company Act of 1940 and the Pennsylvania Banking Code of 1965, as well as the terms of the offering documents for each specific Trust.