The Provisio Trust Review Service

The "Provisio Trust Review Service" is designed to help de-risk your trust business and at the same time generate increased revenue through regular contact with trustees. In conjunction with STEP qualified experts we will conduct a thorough review of any existing private client or personal injury trust and create and maintain an up to date Investment Policy Statement (IPS) outlining the investment goals and objectives of the trust as well as detailing specific information on matters such as asset allocation, risk tolerance and liquidity requirements. These criteria are then used to build a bespoke trustee investment solution within our Provisio Wealth Management which, as well as giving access to our unique range of low-cost, risk-graded portfolios, provides trustees and their advisers with immediate, on-line access to constantly updated valuation and performance data. We are currently offering this service without charge for trusts with assets in excess of £250,000.

If you have a private client or personal injury trust that you would like us to review please email contact@provisiowealth.co.uk or fax us a copy of the trust document along with a brief description of the existing trust property.