Unit Trust Services

UNIT TRUST SERVICES

Structured Collective Investments

We offer a unit trust service to facilitate collective investments by exempt investors (typically pensions) in a range of investments.


The use of a unit trust can be beneficial for both investors and investment product producers to facilitate a structured means of investment for multiple investors.

Some of the benefits of using a unit trust include:

✓  Exempt from Irish income and capital gains tax

✓  Can reduce the need for a complicated investment structure

✓  Bank finance can be introduced

  Adds an additional set of eyes for compliance purposes

Platinum-Standard Pension & Actuarial Services

If you want to know more, please contact us for an initial free consultation.

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