FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Trust planning videos

Watch these videos to help explain trusts and the efficient process of setting one up with the Old Mutual International Trust Company.

Understanding trusts

The subject of trusts is often considered a complex one, so we are providing you with support to try and help make more sense of it. This video looks at what a trust is and the main reasons for creating a trust.

Useful links

Informer articles

Support materials

After you've watched our video, take our short test and receive your self-certification document for your training records.

Test your knowledge

Why use Old Mutual International Trust Company?


This video looks at the benefits our Trust
Company can offer, what is included in the
service and what support materials are
available to help your discussions
with your clients.

Useful links

Informer articles

Support materials

 

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.