UNIT TRUST SERVICES

We offer a unit trust service to facilitate collective investments by exempt investors (typically pensions) in a range of investments.

The use of a unit trust can be beneficial for both investors and investment product producers to facilitate a structured means of investment for multiple investors.

Some of the benefits of using a unit trust:

• Exempt from Irish income and capital gains tax
• Can reduce the need for a complicated investment structure
• Bank finance can be introduced
• Adds an additional set of eyes for compliance purposes