SERVICES

Trusteeship

BOI-ITC Trusteeship provides fiduciary services to individuals and corporate entities seeking to establish and manage trust structures for asset protection, wealth management, and estate planning.
Our trusteeship solutions are designed to ensure the proper management and distribution of assets in accordance with the trustor’s instructions, with a focus on security, transparency, and financial oversight.

01. Corporate Trust.

SECURITY TRUSTEESHIP

We act as trustees for loan syndications, consortium finance, and asset-backed transactions, protecting lender and borrower interests.

Loan Syndication: We manage the collateral and ensure compliance with loan terms to protect lenders’ interests.

Consortium Finance/Debenture: We manage security on behalf of multiple lenders, overseeing the enforcement of covenants and securing repayment.

Asset/Mortgage-backed Transactions: We serve as Trustees in assets/mortgage-backed transactions, holding security interests and ensuring proper distribution of payments to investors, maintaining transparency and trust.

CUSTODIAL SERVICES

We securely hold and manage client assets and security documents, providing safekeeping and reporting for corporate clients.

ESCROW SERVICES

We act as neutral agents, holding assets or funds and releasing them once transaction terms are met

02. Public Trust.

BOND TRUSTEESHIP

We act as bond trustees, ensuring compliance with the terms of the bond offer documents and trust deed, managing the sinking fund to ensure timely repayments as well as protection of investors fund

COLLECTIVE INVESTMENT SCHEME

We provide oversight functions to the fund manager to ensure that the funds are effectively managed.

ENDOWMENTS, CHARITIES & FOUNDATIONS

We support the management of charitable funds, ensuring effective oversight so clients can focus on their mission.

03. Private Trust.

ESTATE PLANNING

We structure assets to ensure a smooth transfer to loved ones through:

Wills Administration: Our team oversees will execution, handling debt settlements and asset distribution with sensitivity and precision.

Living Trusts: We set up living trusts for immediate asset transfer after death, managed based on your instructions during your lifetime.

Blind Trust: We offer the opportunity to have your assets managed at the full discretion of the Trustees without your direct input.

Family Office: Tailored for high-net-worth families, we offer comprehensive wealth management, ensuring long-term asset growth and preservation.

Retirement Benefit Trusts: We secure retirement funds with tax- efficient planning, providing stability and peace of mind for the future.

TRUST FUND & PORTFOLIO MANAGEMENT

We manage assets with a focus on your financial goals, adapting to your preferred risk levels.

EDUCATION TRUST

Our education trusts fund tuition and related expenses, ensuring educational support
for beneficiaries.

Trusteeship