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Trustees credential Peter Burdett to manage Fidelity account; backup to be named Sept. 14
Summary
The Trustees of the Trust Fund credentialed Trustee Peter Burdett to manage the town's Fidelity account and agreed to appoint a backup on Sept. 14, 2026 to safeguard continuity of access; the town administrator is designated on the account but will not receive credentials unless board access is unavailable.
The Trustees of the Trust Fund for the Town of Gilmanton voted to credential Trustee Peter Burdett to manage the town's Fidelity brokerage account and said he is awaiting access credentials. The board recorded that the town administrator is listed on the account but will not receive login credentials unless access becomes unavailable because of an unplanned change on the Trust board.
Board members noted the risk of access interruptions and set a concrete follow-up: a backup to account access will be appointed at the trustees' next meeting on Sept. 14, 2026. The minutes state the appointment is intended to minimize the likelihood of interruptions due to resignations, death, prolonged illness or other unplanned changes to the Trust board.
The credentialing was recorded as part of the meeting's status items. The minutes also state that "current Fidelity accounts remain in order and do not require immediate attention." The board plans to review access arrangements and the updated account procedures at the September meeting.
