Hong Kong
Singapore
BVI
Jersey
Trust administrator
Runs the trust accounts and the distribution file, and is the person who answers when you ask where an instruction stands.
Ask about administrationAbout
The trust administration team behind the trustee
Our trust administration team keeps each trust's records, checks every instruction against the deed and prepares distributions for approval. Compliance staff review documents at onboarding, and relationship staff stay in touch. Speak to a trustee to find the right role for your question.
Our team
Day-to-day administration, compliance and onboarding
Administrators run each trust day to day, so the trustee’s record is complete and every instruction can be traced to the deed. Compliance staff review the documents each step needs and explain why they are needed.
Compliance officer
Reviews identity, source of wealth and tax self-certification documents before the trustee accepts a trust.
Email compliance questionsSee what trust administration covers for each kind of trust.
Client relationships
One person looks after your case from the first conversation, and a support desk covers the client portal.
How our experts review site content
Every guide and news item is checked against its source by a content editor and reviewed by a compliance reviewer before it is published.
Content editor
Writes the plain-language guides and news items, cites the source and date for each fact and keeps a review log.
Send a correctionCompliance reviewer
Reads each page for claims about law, tax and outcomes before it goes live, and signs it off by role.
Ask about a page reviewWe name people and show photographs only with their written consent. Until then this page lists roles, not individuals.
Working with us
You deal with one named contact. For anything else, send a message and we route it to the role that handles it.