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 tax notes
Choosing an appropriate trust
Trust register/trustee obligations
Charges and fees
Key Information Document
Surrender and withdrawal form
Deed of appointment
Investment dealing form
Adviser learning zone
As true open architecture products, both accounts offer a flexible range of investment options.
Also worth knowing
Find answers to commonly asked questions, helpful links, tools and contact details.