Securities-backed lending has special risks and may not be suitable for everyone. If the market value of the pledged securities declines below
required levels, the client may be required to pay down the loan or line of credit or pledge additional eligible securities in order to maintain it, or
the lender may require the sale of some or all of the client's pledged securities. The sale of the client's pledged securities may cause the client to
suffer adverse tax consequences. We do not offer tax or legal advice. Please advise the client to consult with a tax advisor.
SEI Private Trust Company (SPTC) is a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments
Company. All Cash Access Account deposit and credit products are offered by, and any accounts opened in connection with such products will
be held by, The Bancorp Bank, an independent state-chartered bank which is not affiliated with SPTC or SEI Investment Company or any of its
other subsidiaries.
Deposit accounts are maintained by The Bancorp Bank. They are FDIC insured up to $250,000. Other accounts held in the same capacity
at The Bancorp Bank may impact coverage. Visit www.fdic.gov for coverage details.
A Leading Private-Label Banking Resource
The Bancorp Bank (NASDAQ: TBBK), where the SBLOC and CAA checking account are housed, is an
FDIC-insured online commercial bank that delivers a wide range of customized products and services
to a national network of private-labeled affinities. It is the only bank in the country dedicated to private-label
and technology solutions for non-bank financial services companies.
Support and Service
Advisors
Email clientsvc@seicashaccess.com
Web seiCAAinfo.com
T 866 792 5410
(M-F, 9:00 a.m. to 6:00 p.m. ET)
F 302 791 5792
Clients
Email clientsvc@seicashaccess.com
Web seicashaccess.com
T 866 792 5412 (24 hours)
F 302 791 5792
Mail deposits to:
The Bancorp Bank
Attn: Deposit Operations
P.O. Box 15329
Wilmington, DE 19885-5329
© 2 0 1 5 - 2 0 1 6 S E I C A A - M - 0 0 4 ( 0 8 / 1 6 ) 1 6 1 6 1 6
1 Freedom Valley Drive
P.O. Box 1 1 00
Oaks, PA 19456
seic.com
For Financial Intermediary Use Only. Not for Public Distribution.
