ENTRUST

Owners

Goods & Services

Account administration services, namely, administration of non-traditional and alternative investments for self-directed, tax deferred and tax free investment plans, accounts and trusts of others; Third party administration and management of self-directed, tax-deferred and tax-free investment plans, accounts and trusts; Third party administration and management of tax advantaged investment plans, accounts, and trusts, namely, education savings accounts (ESA) and health savings accounts (HSA); Financial services, namely, administration of transactions involving funds drawn from tax-deferred and tax-free investments in retirement plans and accounts using a credit or debit card over a global data network; Financial services, namely, administration of financial transactions involving funds drawn from self-directed, tax-free and tax deferred investment plans, account, and trusts