SEFEKEEPING SERVICE

In the past, various conversations between myself and a number of clients occasionally brings forth new ideas and services. One such service similar to that offered by a bank is a safekeeping service. The need is obvious. When you are traveling extensively or when your stay in a particular location is short having a safe place for certain papers is important. Things that are important can be lost and there are just some things you do not want to always have in your possession. The important things that we refer to are old tax returns, cancelled cheques, insurance policies of all kinds, copies of wills, deeds to property, birth certificates, passports and copies of other papers that you may normally carry in your wallet or purse, etcetera.

A good number of clients have been using this service for some time under the procedure described below. There has been nothing but praise for its overall effectiveness and security. This service will be available to all clients who have a six month account with us or longer. There will be no exceptions to this minimum time frame requirement. We have a very large fireproof safe. It is here that all papers are stored. Due to the nature of the paper items that we could be storing on your behalf and their value, we must make special arrangements for handling these items with complete safety and guarantee. First, when you send us papers to be put into the safety deposit box you MUST send them to us via REGISTERED MAIL. We will acknowledge the receipt of the item(s) by return mail. In order for you to receive the items, we will only mail them to you when we have been notified by REGISTERED MAIL or TELEGRAM. We are looking for some sort of trail that can be followed to varify something was sent and that we received the item(s). There will be no margin for error with this method. It is recommended that you put the various papers into a strong envelope with your name and account number on it. Mail the envelope to us inside another envelope. Your papers will not be inspected by us, but they are to contain ONLY paper items of value to you. The cost for this service is based upon the rate charged for the basic service.

FOR EXAMPLE: If you were paying by the 6 month interval and that rate today is $80.00, the box service would be 50% of that $80.00 or $40.00. You can save by being a yearly client where the yearly fee is $150.00 and the box fee would $75.00 for the year. If there are any questions or concerns, find out where you can call, write or e-mail us by visiting our Contact Us page.