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Private Individual Clients

 

We appreciate that you have selected Associated Trustees Limited.

As a new client, there will be validation requirements in order to proceed. Please be prepared to provide the following documentation.

  • Client Engagement Letter (this will be provided to you)
  • Photo ID, duly notarized
  • Bank letter from a recognised bank or financial institution
  • Professional reference letter signed by a lawyer or accountant with whom you have been affiliated for at least two years
  • Proof of physical address, such as a utility bill (e.g.: electricity, phone)

Associated Trustees is happy to assist you to establish your requested structure. We are committed to the high level of service that you will come to expect.

Please contact us for a current fee schedule, if you have questions, or would like additional information.