Insurance Trusts allow an individual to invest through certificates of participation in a global insurance policy written in Bermuda and held in trust in Bermuda.

This structure provides the following advantages:

• Supports the needs of multinationals
  
• Offers estate planning and creditor-proofing advantages for policy holders
  
• Trustee approves individual applications to participate in the global policy
  
• Trustee procures investment services for the buying and selling of investments that underlie each
  investor’s certificate of participation

The experienced professionals in our Institutional Trust department can provide you with the expert advice and guidance to establish and administer the trust that fits your requirements.