There are many types of trust which can be tailored to meet the specific wishes or desires of the Settlor. Below are the different types of trust for which Investment One Financial Services Limited renders trust service:
We act as Debenture Trustee or Security Trustee in syndicated lending transactions, protecting the interest of the lenders (Financial Institutions) in the borrowing company’s secured assets. We ensure that covenants and undertakings by the borrowing company are regularly complied with. We also enforce security in the event that the borrowing company
fails or defaults in its obligations to the lenders.
We act as Share Trustee in Off- Balance Sheet Securitization by holding the shares of the Special Purpose Vehicle for the benefit of the noteholders.
We act as Trustee to Mutual Funds and Real Estate Investment Trusts and our role is to protect the interest of the 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 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.
We act as Trustee of private trusts created by individuals to distribute their wealth as they wish while they are still alive by setting up a living trust.
We act as Executors of a Will and ensure that the estate of the Testator is administered and distributed in accordance with the terms of the Will.
As Trustees, we hold the shares in trust for the beneficiaries of an employee share scheme and protect the interest of the beneficiaries of the scheme.