Which aspect is NOT included in the Concise Summary of Trust Account?

The aspect that is not included in the Concise Summary of a Trust Account is investment strategies. A Concise Summary typically focuses on providing essential information that pertains to the administration and management of the trust, such as the beneficiaries, reporting requirements, and remittance instructions.

Investment strategies, while important for the overall performance of the trust, are usually more detailed and specific to the investment objectives and risk tolerance of the trust account, and therefore may not be outlined in the summary. The summary aims to give stakeholders an overview of the trust's functioning rather than delve into the complexities of how the assets will be managed and invested. This makes investment strategies distinct from the other elements that are part of the summary, which focus on practical and immediate aspects of the trust's operations.