Client Case studies
An Offshore Corporate Trustee Company with a large number of individual trust clients of different character, size and complexity. The Company have taken on the IAM Advisory Trustee Service to ensure that they have a proper process, structure and reporting that enables them to meet the regulated standards set for their fiduciary responsibility for investments. They are provided with a risk profile for each client, an assessment of whether that investment account meets the risk profile and regular reporting on whether the investment performance and risk achieved is within the standards set. This is supported with recommendations as to action to be taken on issues of concern through regular quarterly reviews.