Services

We offer trustee and fiduciary agent services. These include:

  • Incorporation of a Trust with entire control of the Trust
  • Ensure wording of the Trust’s objectives are in a manner that exists to protect investors’ interests
  • Receiving and keeping all subscription funds in the name of the Trust until all terms and conditions precedent to disbursement are met before passing funds to the borrower
  • Maintaining custody of all collateral security pledged to investors
  • Maintaining custody of all interest and capital repayments made by the borrower pending distribution to investors
  • Maintaining and having sole custody of any sinking fund(s)
  • Serving as sole signatories on all the Trust’s bank accounts
  • Maintaining records of all the above transactions


Get in touch with one of our agents today.