Deferred Compensation Trusts are suitable for employers seeking a Plan that offers key employees the
option to elect to defer a portion of their compensation each year (salary, or bonus, or both).

 

The Trustee receives contributions from the employer, allocates it proportionately to each member’s sub-
account and places investments in accordance with the Trust rules. Typical plans would allow  members to select investments from a prescribed range as determined by the employer.

Trustee services include:

• Safekeeping of all assets in custody
  
• Assistance with Trust structure, plan design, implementation and documentation
  
• Monthly account valuations and statements to plan members
  
• Monitoring investment performance
  
• Annual meetings with plan sponsors and investment providers
  
• Plan member communication 
  
• Benefit payments

Benefits

• The assets of a Deferred Compensation Trust are held under trust outside the legal jurisdiction and
  control of the employing company and so are secure and unaffected by the long-term financial
  circumstances of the company. Trust business in Bermuda is regulated by the Bermuda Monetary
  Authority.
  
• Our experienced team of professionally qualified employee benefits specialists ensures that members’
  benefits are well secured and professionally administered.
  

Fees are determined in accordance with requested services and will be provided upon request.