Investors Trust

Investors Trust Documents

Who is Investors Trust?

Investors Trust is the internationally recognized brand that encompasses the ITA Group of companies.

Since its inception in 2002 as a global insurance group, Investors Trust has experienced significant growth and now serves clients in over 100 markets worldwide. With multiple office locations strategically positioned to cater to a global audience, Investors Trust has expanded its presence.

With a focus on providing medium to long-term unit-linked investment products, Investors Trust specializes in offering a diverse range of solutions tailored specifically for international investors.

Investors Trust operates in various jurisdictions, including the Cayman Islands, Malaysia, and Puerto Rico. Additionally, they have established service points in Dubai, Hong Kong, and Uruguay, along with a corporate support office in the United States.

What are the key features of the Evolution Savings Plan?

The Evolution plan is a regular savings plan denominated in USD only and starting at a minimum of $200 per month with term from 5 to 25 years. 

The 10-year plan provides a 100% guarantee, meaning that it offers limited downside protection. On the other hand, the 15-year and 20-year plans provide 140% and 160% protection respectively, allowing you to potentially make some profits even if the market declines.

There is a fixed monthly charge of $10, along with a 0.125% monthly fee that applies to all plan durations. Additionally, an administrative fee of 2% applies to the 10-year plan, 1.7% to the 15-year plan, and 1.1% to the 20-year plan.

Earn extra allocation and loyalty bonuses with Evolution regular savings plans. 

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What are the key features of Access Portfolio?

Access Portfolio offers an open-architecture single time investments, allowing for maximum flexibility and customization. With its adaptive nature, this product ensures that investors can tailor their investment strategies to meet their specific requirements effectively.

• Tax-efficient portfolio bond structure

• Open architecture platform that provides access to a wide range of global funds

• Flexibility to choose your plan currency from USD ($), EUR (€) or GBP (£)

• No establishment charges

• No charges for currency exchange or asset transfers 

• Instant, secure access to portfolio information and trading via the internet

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