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Investors Trust is the global brand representing the ITA Group of companies.
Established in 2002 as an international insurance group, Investors Trust has expanded its reach with clients in more than 100 markets around the world and various office locations to serve a global audience.
Specialising in medium to long-term unit-linked investment products, Investors Trust offers a broad range of solutions specifically designed for international investors.
Investors Trust work in Cayman Islands, Malaysia and Puerto Rico with service points in Dubai, Hong Kong, Uruguay and a corporate support office in the U.S.
Investors Trust's platform includes unit-linked investment products ranging from lump sum to regular savings plans of up to 25 years.
They primarily have two product types:
Here is an overview of the plans available under each of Investors Trust's product types:
|Evolution||Fixed income||S&P 500 Index||MSCI INDEX|
|USD $, EUR €, GBP £||USD $||USD $||USD $|
|Low Minimum Amount||100% Principal Protected||Principal Protected||Principal Protected|
|5, 10, 15, 20, 25 Year Terms||15 Year Term||10, 15, 20 Year Terms||10, 15, 20 Year Terms|
|Loyalty Bonus & Extra Allocation||Steady Income||No Downside Risk||Globally Diverse|
|Platinum||Fixed income||Access portfolio|
|USD $, EUR €, GBP £||USD $||USD $, EUR €, GBP £|
|Wide range of investment options||100% Principal Protected||No Establishment Charges|
|Lump Sum Plan||3, 5, 7 and 10 Year Lump Sum Plans||Open Architecture Platform|
|Liquidity||Steady Income||Cost Effective Structure|
The minimum contribution amount would depend on the plan you choose and could change in the future.
3. MSCI Index: USD 2,400 per annum
4. S&P 500 Index: USD 2,400 per annum
5. FIXED INCOME PORTFOLIO:
6. ACCESS PORTFOLIO: USD 75,000 / EUR 75,000 / GBP 50,000
Investors Trust's issuing age is 18-85 years, except in these two plans, where it is:
ITA Connect is the Investors Trust App.
Investors Trust announced the launch of their new mobile marketing app for managing business on the go and listed the below uses on its website:
I was looking for an investment platform - and that's what I thought I was going to get after the first conversation with a broker...
I did my own digging thankfully and found that it's expensive and inflexible.