Trust & Fiduciary Services
Red Dragon Trust Ltd. delivers a complete range of trust and fiduciary services customized to your distinct needs.
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Our trust and fiduciary services are tailored to protect and preserve your wealth, offering a range of customizable solutions designed to meet your unique needs. From acting as a trustee, custodian, agent, executor, or administrator, our team of specialists ensures your assets are managed effectively and responsibly.
Our experts can also assist with the establishment and administration of trusts, foundations, and other wealth management structures, helping you secure your legacy and achieve your long-term financial goals. We commit to delivering the highest caliber of service, surpassing industry norms and your expectations.
Protecting your assets, securing your legacy.
Professional assurance
We offer clients the peace of mind that comes with knowing their assets and wealth are being managed by experts with a legal obligation to act in the client's best interests.
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Optimized transfers
We can help clients achieve their wealth transfer objectives while minimizing taxes and maximizing the value of their assets for future generations.
Expert guidance
Our clients can benefit from the experience and knowledge of professionals who are well-versed in the complexities of wealth management, estate planning, and tax law.
Trust & Fiduciary Services
We provide support for:
1. Trust departments operating within a financial institution
Our trust department, staffed by experienced professionals, manages your assets to achieve your financial goals. With a legal obligation to act in your best interests, we offer a range of personalized services, including investment management, financial planning, tax planning, and estate planning.
2. Stand-alone trust companies
As a specialized financial institution solely focused on providing trust and fiduciary services, our stand-alone trust company offers expert guidance and support for all your financial needs.
3. Directed custodians
As a specialized directed custodian, we provide custom custody solutions to clients who want to maintain control over their investment decisions. Our services include asset safekeeping, trade execution, settlement, and reporting, and our experienced team works closely with each client to tailor our offerings to meet their unique needs.
Expertise for Your financial needs
Key focus areas
Guide trust administration
Verify your organization’s adherence with applicable trust laws and regulations through a detailed test of new, closed, and existing trust accounts.
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Considerations of the examination include adherence to the governing account instrument, needs of account beneficiaries, prudence in asset administration, avoidance of conflicts of interest, appropriateness of your organization’s fees, and more.
Manage fiduciary investments
Meet investment-related fiduciary standards by reviewing the decision-making process used for the selection, retention, and preservation of discretionary assets.
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Assess whether financial risks embedded in account portfolios are appropriate, the timing and completeness of annual account reviews, and monitor your fiduciary assets for trends and related risk exposures.
Support trust operations
Verify compliance with related fiduciary requirements through reviews and tests of operational controls over vault contents; segregation of duties; distributions; disbursements and income processing; reconciliation; and monitoring of custodial accounts, irregular income, and worthless securities.
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How long does it take to set up a company?The average time taken to complete the entire registration process is seven working days, but with your cooperation we can do it faster.
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What are the shareholder requirements?A private limited company needs to have at least one shareholder, which can natural (a person) or juristic (a company). The shareholder(s) can be local, foreign or a mix.
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Does the company secretary need to be resident?Yes, there is a requirement that the authorised Company Secretary have resident status. This is one of the reasons we offer a full Company Secretary service.
Ready to get started?
Whether you are looking to invest in traditional securities or alternative assets, our directed custodian services can help you achieve your investment objectives. Contact us today to learn more about how our directed custodian services can benefit you and your investment portfolio.