You can establish a sub-fund named for a cause, a specific charity, in memoriam or named after a donor or corporate entity*.
The sub-funds operate as management accounts for the purpose of tracking donations and grants attributed to a donor and/or a cause as such sub-funds are not separate to the other money in the trust fund and all funds are pooled for investment purposes.
You can request to establish a sub-fund by contacting us. We will tailor a solution according to your intended investment, interests and passions.
*conditions apply for different forms of investment, please contact us to discuss your personal situation.
Some examples of existing named & in memoriam sub-funds can be found at funds supporting the community.