Trustee and Estate Planning Services
At Investment One, we work together with our clients to provide Trust and Estate Planning Services suited to their specific needs. We provide estate planning and administration services to individuals and corporate trust services to institutions.
PRIVATE TRUST
ESTATE PLANNING AND ADMINISTRATION
― Advising on the best legal structure to protect your estate
- Living/revocable trusts
- Irrevocable trusts
- Power of attorney
INVESTMENT ONE CHILD TRUST
Every parent desires the best for his or her child. Perhaps, you have never really thought about what you can do to ensure that this desire is translated into reality. Investment One Child Trust provides a platform that will transform your desire for your children into a reality, while preserving your assets through responsible investments.
WILL
CORPORATE TRUST
We offer a wide array of corporate trust services to corporate and institutional clients including public and private entities. We act as a neutral, impartial Trustee and Agent in your transactions. Our services include:
Acting as Debenture Trustee or Security Trustee in syndicated lending transactions
Acting as Share Trustee in Off-Balance Sheet Securitization by holding shares of the Special Purpose Vehicle for the benefit of the noteholders.
Employee Share Scheme Trustees, where we oversee the activities of the scheme and provide advise on the structure of the scheme.
Custodial and Escrow Services: We provide customised escrow and asset safe keeping services to benefit a wide range of transactions, from retaining title documents in real estate transactions to protecting funds in the case of litigation or preserving investor proceeds capital funding transactions.
We act as Trustees to Collective Investment Schemes (Mutual Funds, and Real Estate Investment Trusts), protecting the interests of Unitholders by exercising oversight functions in respect of the activities of Fund Managers, by ensuring their compliance with the Investment and Securities Act, the Rules and Regulations made pursuant thereto and the Trust Deed in particular.
We act as Bond Trustee to Bond Issues by Federal, State and Local governments, making certain that interest and principal payments are met by the Issuer as they fall due and the Issuer performs its obligations without fail. We represent the interest of Noteholders in Note Issuance Programmes through our role as Note Trustee.