Comprehensive services for collective investment trusts
Retirement plan sponsors are turning to collective investment trusts (CITs) because of their lower operating costs, the customisation flexibility and the simplified structure that allows them to be established more quickly.
Our teams have the in-depth knowledge needed to support the specific demands of CITs – so you can offer a simpler, more attractive product structure to access growing retirement plan markets, especially plans looking for a customised solution and smaller pension plans. Our services help you bring products to market quickly.
We offer the following services for CITs:
- Trustee services
- Accounting and administration services
- Transfer agency
- Compliance support
- Distribution services