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Cash, Money-in-Bank, Stocks, Real Estate assets, Personal belongings, Jewelry, Vehicles etc.

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- The Trust assets are separate and are not part of the Settlor’s Estate.
- Title to the Trust assets stand in the name of the Trustee.
- The Trustee has the power and duty to manage, employ or dispose of the assets in accordance with the terms of the Trust Instrument as stipulated by the settlor.

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- Living Trust (Inter-Vivos Trust)
- Testamentary Trust e.g. a Will
- Revocable Trust
- Irrevocable Trust
- Blind Trust

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(i) Private Trust: Trust services for individuals.
(ii) Public Trust: Trust services to the Government, parastatals and its other agencies.
(iii) Corporate Trust: Trust services to companies and firms.

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- Flexible Contribution Plan.
- Disbursement of Funds is to be dictated by the Settlor.
- Certainty of named beneficiary to benefit from the proceeds.
- Quarterly Statement of Account to be made available to the Settlor.
- It helps to develop a disciplined savings habit.
- Trust proceeds can be paid as Annuities to designated beneficiaries.
- Trust assets are separate from the Settlor’s estate, and so are not accessible by Creditors.

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They can be made annually, semi-annually, quarterly or monthly.

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Direct Debit Order, Cheque or Bank draft.

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A typical agreement is known as a Trust Deed.

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Our trust services seek to build and maintain strong client relationship by offering a complete range of services such as trusteeship of:
- Unit Trusts/ Mutual Funds
- Syndicated/ Consortium Lending
- Security Trusts
- Debenture Trusts
- Nominee Trusts
- Corporate Bonds
- Government Bonds
- Real Estate/ Mortgage Trust
- Company Secretarial Services