For a better experience on Royal Fidelity, update your browser

Trustee Services

"Trust Investments"

In addition to the aforementioned services, we can provide access to all aspects of comprehensive wealth management, including pension, corporate financing, mutual funds, investment management and brokerage services.

Royal Fidelity offers estate settlement and trust services - tailored to suit its client’s needs.

How do we accomplish a Trust?

 

When you establish a living trust, assets under the trust are passed by the Settlor/Grantor immediately to the Trustees for your beneficiaries. You can add additional assets to the trust over time. The trust assets do not form part of your estate and are not subject to probate since the assets are being transferred during your lifetime.

A Royal Fidelity Trust

Benefits

  • Research, customize and present the best possible structure to suit your needs.
  • Cost effective and competitive rates.
  • Qualified and experienced staff to administer, invest and distribute your assets.
  • Ensures your assets are properly transferred and protected.
  • Avoid the complications involved with family member/friends acting as executors of your estate.


Trustee Services

Acting as a trustee involves numerous responsibilities and intricacies including asset protection, managing accounting records, and providing detailed accounting to beneficiaries. As your Agent, we can help in the full execution of these tasks. We are flexible - our Trustee services entail the full range of specially selected services. Trust custody and record keeping is our business! Our trust professionals are experts in offering support in the process of investing for trust assets.

Company Administration

Should your trust include multiple holding companies, we also offer services in holding company administration. From incorporations to annual filings to dissolutions, our qualified, knowledgeable and equipped team of professionals will guide you through this process to its completion. In addition, we act as a Registered Office and Agents to our incorporated entities and can also provide corporate services such as Directors and Officers through our nominee companies.

Testamentary Trusts

Royal Fidelity administers testamentary trusts through explicit instructions in a deceased’s Will. This trust goes into effect at the death of an individual and is usually used to provide ongoing financial support for loved ones, ensuring asset protection for beneficiaries.

Living Trust

Establishing a Living Trust can avoid the probate process, thus eliminating the time and expense associated with court proceedings. This legal entity allows for the transferral and management of a person’s assets, the main parties being the Settlor, the Trustee and the beneficiaries. The trustee manages your assets in accordance with the written instructions contained in a trust document.

Insurance Trusts

Royal Fidelity administers life insurance trusts, whereby we remove your life insurance from your estate, help pay estate costs and provide your heirs with cash for a variety of purposes. To remove the policy from your estate, we work with your Agent to surrender ownership rights, which means you may no longer borrow against it or change beneficiaries. In return, the proceeds from the policies may be used to pay any estate costs after you die and provide your beneficiaries with income.

Pension Trusts

As the trustees of your pension scheme, we act separately from the employer. We hold the assets invested in the scheme for the benefit of the participants. As Trustees, we are legally obliged to make all scheme related decisions with the beneficiaries’ interests in mind, and can very well be held liable for damages if we do not do so. As Pension trustees, we look at the scheme rules and booklet, minutes of recent trustees’ meetings, the latest auditor’s report and scheme funding documents.

 

Trusts

When you establish a living trust, assets are transfered into the Trust by the Settlor/Grantor and immediately fall under the control of the Trustees for the benefit of your beneficiaries.

Estate Planning

Estate planning will allow you to be remembered the way you want. It facilitates the distribution of your assets according to your wishes and gives purpose to what you've accomplished in your lifetime.

Executorship Services

This legal document allows you to make decisions on who will administer your estate and distribute your assets at the date of death.

Investment Management

At Royal Fidelity we take our time to familiarize ourselves with your personal and financial situation. Our primary objective is to build your capital over the long-term by providing a strategic and customized solution. Investing your money to earn maximum returns requires a wel...

Contact

Carol Gaskin

Manager, Trust & Corporate Services

Gail Walters

Trust & Corporate Services

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

Request A Free Consultation For Trustee Services

Please fill the form and we will contact you soon
* Denotes Required Inputs
  • ABV Investments Incorporated ABV  + 0.02
  • Banks Holdings Limited BHL  + 4.85
  • Barbados Dairy Industries Limited BDI  + 3.00
  • Barbados Farms Limited BFL  + 0.50
  • BICO Limited BCO  + 3.10
  • Cable and Wireless Barbados Limited CWBL  + 2.29
  • Cave Shepherd and Company Limited CSP  + 4.65
  • Emera Deposit Receipt EMABDR  + 20.59
  • Eppley Caribbean Property Fund SCC - Dev Fund CPFD  + 0.20
  • Eppley Caribbean Property Fund SCC - Value Fund CPFV  + 0.56
  • FirstCaribbean International Bank FCI  + 2.50
  • Goddard Enterprises Limited GEL  + 3.27
  • Insurance Corporation of Barbados Limited ICBL  + 3.25
  • One Caribbean Media Limited OCM  + 2.70
  • ROYAL FIDELITY PREMIUM INCOME FUND MF  + 1.60
  • ROYAL FIDELITY SELECT BALANCED FUND MF  + 5.51
  • ROYAL FIDELITY STRATEGIC GROWTH FUND MF  + 1.02
  • Sagicor Financial Corporation Limited SFC  + 2.80
  • West India Biscuit Company Limited WIB  + 25.00

Royal Fidelity Live Chat

_ +

Royal Fidelity Live Chat