Can I invest through a trust?

Yes, if you are a trustee for an existing trust you can invest on Abundance through your trust. Once we have verified your trust, we will create a Trust portfolio within your Abundance account so that you can hold investments on Abundance for that trust. Please contact us if you would like to invest via your trust.

The investments on Abundance can only be held by an individual aged 18 or over. If you would like to invest for a child, it may be possible to setup a trust to allow the investments to be held beneficially for the child. We are unable to give advice on trusts or the tax implications associated with them so we cannot assist in the process of setting up a trust. If you would like to invest on Abundance via a trust you should seek professional advice on setting up a trust. Once the trust is created, please contact us and we can create a Trust portfolio within your Abundance account.

As with any investment product there are risks. Part or all of your original invested capital may be at risk and any return on your investment depends on the success of the project invested in. You should be prepared to hold Abundance investments for their full term (and many will have terms of more than 15 years). Abundance investments may not be readily realisable (and their value can rise or fall). They may be secured or unsecured, and where they are secured this does not ensure repayment. Estimated rates of return can be variable and estimates are no guarantee of actual return. Specific risks will apply in relation to each product. Consider all risks before investing and read the Offer Document for each investment.