Our Wealth Preservation Trust is available with the Wealth Preservation Account (investments based in the Isle of Man) and our Wealth Preservation Europe Account (investments based in Ireland).
Documents are relevant to both accounts, unless labelled otherwise.
Trust Register and trustee obligations – briefing note
Charges and fees
Key Information Document
Surrender and withdrawal form
Deed of appointment
Investment dealing form
Change of Trustees
Adviser learning zone
Meet the ican team
Award winning pre-sales technical help & guidance.
As true open architecture products, both accounts offer a flexible range of investment options.