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CD Underwriting

Since 2006, the Performance Trust CD Desk has helped Community Banks and Credit Unions implement Shape Management on the liability portion of their balance sheet. Our CD desk works closely with our Balance Sheet Strategies teams, as well as Enterprise Shape Management™ and our Client Insights and Analytics team to provide integrated asset and liability advice and funding solutions. This coordinated approach equips you to leverage your liabilities to drive performance and value for your institution.

Disclosures cover


If you issued or purchased broker CD's, attached is the CD disclosure statement for your records.