Heritage Investment Group, Inc. and Heritage Trust Protector Services, LLC.; On February 27, 2020, the Florida Office of Financial Regulation received a Petition for Declaratory Statement from Heritage Investment Group, Inc. and Heritage Trust ...

 

DEPARTMENT OF FINANCIAL SERVICES

FSC - Financial Institution Regulation

NOTICE IS HEREBY GIVEN that the Florida Office of Financial Regulation has received the petition for declaratory statement from Heritage Investment Group, Inc. and Heritage Trust Protector Services, LLC. The petition seeks the agency's opinion as to the applicability of Chapter 658, Florida Statutes, as it applies to the petitioner.

On February 27, 2020, the Florida Office of Financial Regulation received a Petition for Declaratory Statement from Heritage Investment Group, Inc. and Heritage Trust Protector Services, LLC. The petition seeks a declaratory statement from the Office as to whether Petitioners may act as a corporate trust protector without being required to apply for charter as a Florida trust company under Florida Statutes, Section 658.19.

A copy of the Petition for Declaratory Statement may be obtained by contacting: Agency Clerk, Office of Financial Regulation, P.O. Box 8050, Tallahassee, Florida 32314-8050, [phone], [e-mail].

Please refer all comments to: Agency Clerk, Office of Financial Regulation, P.O. Box 8050, Tallahassee, Florida 32314-8050, [phone], [e-mail].