Private & Corporate Trust Services

Trust Services

Leave a legacy for tomorrow without interrupting today. Our Trust Deeds are designed to safeguard your assets for the future while still keeping your wealth accessible in the present. Creating one with us means knowing that your wealth will be managed well, and your estate wishes will be honoured, kept confidential and protected from the probate processes and fees. As a corporate trustee, we can act alongside individual trustees, providing expert legal advice and support for the management of a trust, or we can act as the sole trustee, offering a complete trust management service. Working with us means:

• Your assets are managed and protected, while letting you enjoy your wealth during your lifetime.
• The distribution of your assets are in accordance with your wishes after death.
• Your estate remains confidential.
• Helps to ensure continuity during the full term of the trust, and thus may be a more fitting long-term choice than a friend or family member.
• You receive strategic long-term advice and management for a wide range of trusts.

Learn more about our Trustee Services with our FAQs  here.

Administrative and Paying Agent

With the increasing issuance of corporate debt securities in the local market, the need for a very efficient Administrative and Paying Agent has become ever more significant. We provide the following services:

• Maintain register of bondholders.
• Facilitate transfer of bondholders.
• Collection of interest and principal payments from the issuer.
• Payment of interest and principal to bondholders.
• Withholding and remitting of income tax where applicable.
• Following up with issuer for payments.
• Reconciliation of payments and advising the issuer when payments are made.

Estate Administration

You know where you want your money to go. Your Executor is responsible for ensuring it does. A skilled Executor is the key to the swift, seamless administration of your estate. It is on us to ensure your estate is settled according to your wishes. As Sole Executor, or one working alongside other Executors like your friends and family,  we offer:

• Custodian services of investments/securities.
• Payment of debts/taxes/periodic expenses.
• Investment of funds as instructed.
• Preparation of account statements.
• Distribution of estate to entitled persons.
• Liaison between the courts or Founders of Trust, particularly where minors or incapacitated beneficiaries are concerned.

Escrow Agent

We will act as your Escrow Agent, holding cash, securities or documents according to specific instructions and terms.

Unit Trust

We are skilled administrators who efficiently act as custodians of some of the largest Unit Trusts in Jamaica. Let us help you.