If Private Trust sounds like the type of professional trust company that is right for you we would welcome the opportunity to meet with you to discuss how our services and approach can meet your unique or special requirements.

Since we seek to provide added-value services to our clients, it is important that we have a full understanding of your overall financial affairs and your aims and objectives in establishing a relationship with PTC in The Bahamas.

With this in mind, prospective clients (including ultimate beneficial or economic owners and/or controllers) will generally be required to provide a completed Client Service Agreement and detailed Due Diligence information prior to the establishment of any relationship with Private Trust.

Downloads to these documents are included below.

If you require further information about our services or would like PTC to provide a detailed proposal, please contact Bruno Roberts or Lynn Thurston.

 

• Related documents:
• Client Service Agreement, Due Diligence & Account Opening Information
• Fee Schedule
• Terms and Conditions of Business