Equiom's Collective Investment Scheme Licence

Equiom Trust Company Limited is licensed by the Financial Supervision Commission of the Isle of Man to provide Collective Investment Scheme, Corporate and Trust Services (Trust Corporation).

Under the Financial Services Act 2008 Equiom is permitted to conduct the following:

Class 3 - services to Collective Investment Schemes - sub classes (3), (5), being only in respect of unit trusts that invest wholly or mainly in property and (11) and (12):

(a) acting as a trustee under Class 3 - sub-class (3) of Experienced Investor Funds, Qualifying Funds and Specialist Funds;

(b) acting as a custodian under Class 3 - sub-class (5) of the above funds


(c) acting as manager, administrator, trustee and custodian under Class 3 - sub class (11)

(d) to Collective Investment Schemes which are exempt schemes or exempt type schemes

Regulations 2008 in relation to an exempt scheme or an exempt type scheme

The Licence was granted on 29th September 2008 and extended on 2nd April 2009 to include services provided to Limited Partnerships which are deemed Collective Investment Schemes.

Licensed by the Financial Supervision Commission of the Isle of Man