Investments
Choose from a range of investment possibilities designed with you in mind.
Individual Investments
We provide structures to facilitate bespoke pension investments into private companies both in Ireland and the UK.
Pension investors with cash funds available who wish to support a start-up or existing enterprise and generate a return on their investment can make a loan to a private company. The pension scheme receives interest and capital repayments on the investment and the company receives the funding it requires to grow the business. It is an option many more pension investors are availing of.
A simple way of availing of these opportunities is the ITC Venture Bond which is a method of dealing with the legal, practical and logistical issues of investing in a small company selected by the pension investor.
Investments that fall outside of the parameters of the ITC Venture Bond can also be facilitated.
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Collective Investments
Through our unit trusts, we provide structures to facilitate collective pension investments in residential and commercial property.
The regulatory environment for all collective investments has changed with the implementation of Alternative Investment Fund Managers Directive (AIFMD) and we have taken the lead in structuring investments to comply with its requirements.
The unit trust provides flexibility to structure property investments in a tax efficient and secure manner. Subject to regulatory requirements, the unit trust can be used by a number of investors to invest collectively in property in Ireland or the UK.
For further information, please speak to your financial advisor or contact us: