Protector Services

IPG is one of only a very few regulated companies providing Protectors to trusts and foundations.

A Protector can be an individual, a corporate entity or a committee and this exacting role is supporting by IPG’s professional staff and years of experience. In its role as Protector, IPG carries out a variety of tasks and duties which are chosen by the settlor or his family and which can be adjusted over time to suit circumstance and need.

IPG’s services include:

• Providing consent or otherwise to actions proposed by trustees
• Reviewing financial statements and other documents as submitted by trustees
• Performing periodic reviews of trust activities
• Reporting to settlors and beneficiaries and attending trustee meetings
• Becoming successor protectors to existing trust structures, e.g.
  – conflict of interest situations
  – need is triggered by a defined event
• Advising other Protectors on the execution of their duties
• Acting as an authorised applicant or as an enforcer to purpose trusts
• Acting as consultant on structures with an incumbent protector