A minimum investment of $10,000 or N5million is required to open the account.
It is backed by a Trust Deed which attracts a fee.
Subscription would be on an agreement basis and the peculiar needs of the family.
Online access to view account.
Allows for flexible target contribution plans and no penalty on default-Daily, Weekly or Monthly as determined by the settlor.
The plan is targeted towards particular projects or events and cannot be liquidated before maturity. (An agreed penalty fee of 40% will be charged on Interest on liquation before maturity).
The Fund shall be locked up for an initial period of 90 days before withdrawals can be made.
Third-Party will not have access to the trust including your creditors.
Minimum subsequent contributions as determined by the Settlor.
Maturity is tied to the fulfilment of the object of the Trust or as may be otherwise directed by the Settlor.
Trust fund professionally managed to generate competitive returns.
The family can access up to 50% of the Trust sum after a period of 2 years (or at an earlier period) as may be agreed, for funding of duly approved family request.
Periodic reports of Fund under management.
Fund Management by qualified professionals.
Secure financial safety for dependents.
Family enjoy Holiday Travel Discount with a First-Class global Airlines.
Family enjoys a Competitive rate on Return on investment.
Erect structure which can perpetuate a present fortune through the uncertainties of the future.
Limitation of exposure to estate taxes.
Avoidance of arbitrary spending.
Protection against relationship property claims.
Avoidance of legal challenges of asset dispersal.
Protecting assets for future generations from potential tax law changes.
Reducing or preventing claims against Settlor’s estate.
Privacy and Confidentiality provided by the Trustee.
General flexibility to deal with law changes.
Relationship Managers can be reached 24/7 through the following medium: mobile phones, WhatsApp, Instagram and Linkedin.